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Have you met Beverley Lee?

We spoke with Beverley Lee, from our Norwich office, about an array of topics, ranging from her time with Lucas Fettes Financial Planning to an unlikely movie depiction of her life.

Responding to the coronavirus (COVID-19)

As the government escalates their response to the coronavirus (COVID-19) pandemic, we have actioned our continuity plan and provided useful information.

Lucas Fettes named as one of the “Best Financial Advisers to Work For”.

We are extremely pleased to have been announced as one of the winners of the “Best Financial Adviser to Work For 2020” category at the Professional Adviser Awards.

Charitable investments: Markets in Financial Instruments Directive II

If your organisation has assets that are invested you should understand how it could be impacted by MiFID II.

Sponsorship announcement: Aylesbury Vale Dynamos Football Club

Lucas Fettes Financial Planning will sponsor Aylesbury Vale Dynamos Football Club U18s for the 2019/20 season.

Your retirement – Can you afford to live to 100?

Retiring at the age of 65 and living off of your state pension for the rest of your life was achievable in the past, but increased longevity means it is no longer possible for many.

How to create an investment portfolio suitable for you

Where you invest your money should depend on your goals. The chances are, nobody else has exactly the same goals as you. If that is the case, then why should you have the exact same investment portfolio as somebody else?

5 considerations when developing your financial plan

A strong financial plan can provide structure for the future. However, there are several considerations that you must take into account during this process.

To save or not to save?

Banks have reduced their interest rates exponentially. They are generally below the inflation rate, so anyone who is keeping their money in one is losing money in real terms. So should you continue to save?

Why you need a valid will

Writing a will is very important. It gives you choice and control over the way your estate will be handled after you die, allowing you to ensure your dependants are provided for.

Fact Sheets

Fact Sheet: ISAs

Individual Savings Accounts (ISAs) are wrappers within which a wide range of savings and investment products can be held, free of UK income and capital gains tax.   How do they work?   ISAs serve as a 'wrapper' to fully protect savings from tax, allowing...

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Pension Advice Allowances

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. Often a 20-30 minute meeting is insufficient to cover...

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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...

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Useful guides

Tax planning guide

Essentially, tax planning is arranging your affairs in ways that legitimately defer, reduce and remove taxes. By using effective tax planning strategies you have more money available to help you achieve your financial goals and the effect of this over time can be very...

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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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Reports

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