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Office location changes

As part of the ongoing development of Lucas Fettes Financial Planning we are pleased to advise of some changes to our office locations.

Adviser Office Portal Transition

We will be transitioning to the new Adviser Office portal shortly, which will replace the existing version. During this transition you will still be able to access your financial information on the current portal, however this will no longer receive...

Visit us at the NCVO annual conference 2018

On Monday 16th April we are exhibiting at the National Council for Voluntary Organisations (NCVO) annual conference, held at the Brewery, London.

Our social media pages

To coincide with the launch of our new website and our overall brand transition, we have started a new LinkedIn profile. This new page will compliment our existing Twitter profile and shall feature news, content and upcoming events which we believe will interest and...

Getting started with financial planning

The creation of a financial plan is often an ideal start, as it will provide you with an understanding of your wealth and financial circumstances. As things change, so should your plan. A plan will also enable you to judge whether or not your finances are...

Helping your employees save for their retirement

Saving for retirement is essential for individuals who want the financial freedom to enjoy their later years and getting into the savings habit early can help them achieve that.

Saving for your child

A guide to help you prepare for your child’s future.

Increases in automatic enrolment contributions

On 6 April 2018, minimum contributions into automatic enrolment pension schemes are increasing.

Employer at-retirement support

There is a growing need for companies and organisations to provide at-retirement support and education to employees. Recent figures show that there is increased demand from employees for these services, as the options surrounding retirement and pensions...

Fact Sheets

Fact Sheet: Inheritance Tax

In this edition of our fact sheets we are focusing on some of the main elements of Inheritance tax. Inheritance Tax is usually paid on an estate when somebody dies. it is also sometimes payable on trusts or gifts made during someone's lifetime. Most estates don't have...

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Fact sheet: lifetime ISA (LISA)

The lifetime ISA – also known as LISA – is a new type of ISA designed to help people aged between 18 and 40 save for their first home, or retirement. How do they work? A LISA lets you save up to £4,000 per year. At the end of the tax year the Government will top up...

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Fact sheet: the residence nil rate band

In the July 2015 Budget the Conservative government introduced some new rules which introduce an additional main residence nil rate band (RNRB) for an estate if the deceased’s interest in a residential property, which has been their residence at some point and is...

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Useful guides

Year End Tax Guide 2017/18

With the end of the current tax year fast approaching it is important to understand the current tax system and allowances so that you can plan effectively. As such, we have outlined the current thresholds and allowances within a guide. Personal Allowances...

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New pension benefits option guide

We've just updated our pension benefits option guide. The guide outlines the different options available when you want to access your pension benefits. You have the option to access part, or all, of your pension benefits at any time from age 55 (or your State Pension...

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Glossary of financial terms

We’ve produced this glossary to help explain some of the most commonly seen but potentially confusing terminology. Some of the definitions below have been taken from The Plain English Campaign, an organisation that campaigns against jargon across a range of...

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Cash flow planning: a brief guide

Cash flow planning and forecasting is key to understanding what you can achieve with your assets. It enables you to predict your future cash needs using a number of realistic assumptions to see if you are likely to run out of money and if so when. A comprehensive...

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Reports

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