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

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

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 BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more

Background Almost all areas of life have been affected by the Covid-19 pandemic, and the stock markets and investments are no exception. Markets around the world saw sharp sudden falls in March, and these have since recovered somewhat. While we have confidence that markets will recover and outperform over the long term, the short term […] The post Your income drawdown plan: A reminder of your options appeared first on BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more

Our parent company, BBi Berns Brett, is predominantly 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, […] The post Coronavirus Business Interruption Loan Scheme appeared first on BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more

Introduction If you need to call us please use 0330 133 2130 while we have limited office access. The Coronovirus outbreak currently affecting the UK means all firms will have to take precautions to help limit the spread of the virus. You can be reassured that the BBi Group already has in place a tested […] The post How BBi Financial Planning is responding to Covid (updated 27/03/2020) appeared first on BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more

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 BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more

Technical Club October 2019 – The Lies We Tell Our final technical club event of 2019 takes place on the 30th October. Sometimes the worst lies are the ones we tell ourselves. We all like to think that we’re rational, that we make good decisions, that we weigh up all the options. But are we […] The post Technical Club October 2019 – The Lies We Tell appeared first on BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more

April 2019 sees the third and final increase in contributions planned for your employee’s workplace pension scheme. From this date the minimum contribution required for a workplace pension will increase to 8%. As an employer your new minimum contribution will be least 3%. Some employers choose to pay more. The employee will have to make […] The post Employers! Your workplace pensions are changing appeared first on BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more

April 2019 sees the third and final increase in contributions planned for your workplace pension. From this date the minimum contribution required for a workplace pension will increase to 8%. Your employer will have to contribute at least 3%. (Some employers choose to pay more) You will have to make up the difference, normally 5%. […] The post Employees! Your workplace pension is changing appeared first on BBi Financial Planning IFA | A Chartered Independent Financial Adviser ..read more