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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.

We have been awarded the Pension Transfer Gold Standard

We are pleased to announce that we have been accredited with the Pension Transfer Gold Standard by the Personal Finance Society (PFS).

Automatic enrolment minimum contribution rates are set to rise

From 6 April 2019 the total minimum contribution rate will rise to 8%, of which employers will be required to contribute a minimum of 3%.

Introducing the Lucas Fettes Wealth Management Portal

We are pleased to announce the introduction of the Lucas Fettes Wealth Management Portal to our clients.

10 common financial planning mistakes

Regardless of age or your current financial position, a well-prepared financial plan can help you achieve your life goals and put you on the path to financial independence. Even with the best intentions, knowing where to start can be a challenge.

Separation and divorce: Handling the breakdown of a marriage or civil partnership

When a couple separate or divorce, one of the last things they might be thinking of is the tax effect. However, timing could make all the difference. Separating just after the new tax year will provide you with the most time.

Pension options for over-55s

1.3 million savers have taken flexible payments from their pensions since the introduction of the pension freedoms in 2015.

Why you should consider personal insurance

Insurance can often seem a strangely intangible product. It is something that affects the future more than the present and provides a safety net rather than an immediate benefit.

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...

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.Often...

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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 your...

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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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