Personal Financial Planning Community articles

An explanation of the role of trusts in personal financial planning.

As much as I am sure Cicero was not foreshadowing the actions of the Financial Conduct Authority (FCA) his statement that ‘there is not a moment without some duty’ feels apt following concerns raised by the financial services sector following FCA’s implementation of the Consumer Duty.

Four economists give their views on the conflict in Ukraine, Russian sanctions, and how the world’s economy will be affected in the longer term.

Corporate earnings have improved above market expectations despite GDP numbers not yet recovering to Q4 2019 levels in many parts of the world.

Reopening sees investors shed safe haven assets in favour of equities.

Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.

Investing during the past twelve years has been underpinned by a basic principle: market participants have been encouraged to take risks, mainly to offset the trust shock that came with the 2008 financial crisis (GFC).

Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.

Personal Financial Planning (PFP) is an area in which ICAEW Chartered Accountants are able to use their skills and experience and trusted relationships to deliver complementary services and work with other professionals to help clients and their families manage their personal finances. This increasingly important area of professional advice typically involves aspects of lifetime cash-flow modelling, investments, pensions and retirement planning, tax and estate planning, probate and personal insurances.