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Latest News

Introduction of a new Probate Fee Schedule

The Government has quietly announced the introduction of a new Probate Fee Schedule based on an estates value.

The NCVO/BWB Trustee Conference 2018

On Monday 5th November we are exhibiting at the NCVO/BWB trustee conference, held at the Brewery, London. The theme for this year’s conference is ‘Good governance, Great organisations’. 

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...

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...

Preparing to invest

What to think about before you start investing. After a decade of low interest rates, many savers have been looking beyond their bank accounts to make their money go a little further. As appealing as higher returns may seem, investing requires more...

7 Concepts of Financial Planning

Financial planning can be a confusing matter, particularly with the variables that must be considered. However, you are able to positively influence your financial situation in the long term by proactively concentrating on certain areas. As such we have...

Funding your child or grandchild’s higher education

The average student in England will graduate with a debt of £50,000, according to the Institute for Fiscal Studies – an overwhelming figure for the many families who want to help their younger generations through university. The concept of seeking student...

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.

Fact Sheets

Pension Advice Allowances

Pension Advice through the workplace. Many employers provide their staff with access to pension advice in the workplace. Typically this will be once a year with the scheme adviser conducting short meetings with pension members on a surgery style basis....

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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

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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