Pros and Cons of a Pension Transfer
BBi Financial Planning
by Peter Dixon
1M ago
Should you transfer your pension? In this post we cover the important pros and cons. The post Pros and Cons of a Pension Transfer appeared first on BBiFP | Chartered & Independent ..read more
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Trust Registration Service
BBi Financial Planning
by Peter Dixon
1M ago
All UK resident trusts must be registered with HMRC by 1st September 2022. Read on for more details and a guide on how to register yours. The post Trust Registration Service appeared first on BBiFP | Chartered & Independent ..read more
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How to Discuss Life Insurance With Your Partner
BBi Financial Planning
by Peter Dixon
1M ago
Life insurance for couples can be a difficult and emotive subject. Here we cover some of the challenges and offer some practical tips. The post How to Discuss Life Insurance With Your Partner appeared first on BBiFP | Chartered & Independent ..read more
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And then what happened?
BBi Financial Planning
by Peter Dixon
1M ago
My day job is managing the best financial planning firm in the UK*. My hobby is writing the best sci-fi books in the UK**. There’s not nearly as much difference between the two as you might think. Financial planning and writing fiction both involve stories. They each have a main character who makes choices and […] The post And then what happened? appeared first on BBiFP | Chartered & Independent ..read more
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Your income drawdown plan: A reminder of your options
BBi Financial Planning
by Peter Dixon
1M ago
While annuities offer a lifetime-guaranteed income, the income they provide is often less than many people want. Income Drawdown plans provide an attractive alternative with the potential for higher income and death benefits outweighing the limitations of an annuity. But money in a Drawdown plan is still invested, and there are no guarantees. That means […] The post Your income drawdown plan: A reminder of your options appeared first on BBiFP | Chartered & Independent ..read more
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Coronavirus Business Interruption Loan Scheme
BBi Financial Planning
by Peter Dixon
1M ago
Our parent company, BBi Berns Brett, is a commercial insurance broker. They have created the attached document in order to aid their commercial clients during this difficult time. We have uploaded a copy to our website to assist any clients who may be interested. For further information, please contact your regulated financial provider, accountant, or […] The post Coronavirus Business Interruption Loan Scheme appeared first on BBiFP | Chartered & Independent ..read more
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Merry Christmas from BBiFP
BBi Financial Planning
by Peter Dixon
1M ago
We’ve had another wonderful year and we couldn’t do it without our clients and all the professional support we receive, so thank you. Now as Christmas is almost upon us, enjoy your food, festivities presents and families, and remember which of those is most important. See you in 2020! – The BBi FP Team The post Merry Christmas from BBiFP appeared first on BBiFP | Chartered & Independent ..read more
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Pros and Cons of a Pension Transfer
BBi Financial Planning
by Peter Dixon
1y ago
Should you transfer your pension? In this post we cover the important pros and cons. The post Pros and Cons of a Pension Transfer appeared first on BBiFP | Chartered & Independent ..read more
Visit website
Trust Registration Service
BBi Financial Planning
by Peter Dixon
1y ago
Trust Registration Service – what you need to know On 6 October 2020, new legislation came into force requiring all UK resident trusts (with some exceptions) to be registered by the trustees on HMRC’s Trust Registration Service (TRS) on or before 1 September 2022. You may have already been written to by your policy provider […] The post Trust Registration Service appeared first on BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more
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How to Discuss Life Insurance With Your Partner
BBi Financial Planning
by Peter Dixon
1y ago
Why discussing life insurance with your partner can be difficult I know what you’re thinking: A conversation about life insurance is either going to be boring or unpleasant or both. And who wants to spend time thinking about things like death or cancer? It’s a fair question, discussing life insurance with your partner is one […] The post How to Discuss Life Insurance With Your Partner appeared first on BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more
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