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Am I going to be okay? Take Retirement Test

Are my family going to be okay? Take Estate Planning Test

Dominic Browning, Managing Director — Posted by Dom Browning
30/04/20

News, Resources, Insight and Opinion from Browning Financial Planning

Lasting Powers of Attorney

Dominic Browning, Managing Director — Posted by Dom Browning
30/04/20

Covid-19 has created a renewed interest in LPAs, as well as Wills.

Everyone wants one, just in case they become one of those unfortunate people hospitalised due to Covid-19.

Apart from the shielding issues of getting the forms signed, the biggest problem is the current wait time of 8 to 10 weeks to get the forms registered by the Office of the Public Guardian.

The forms cannot be used until registered, so if you want to get them in place and start the 8-10 week clock ticking, please do get in touch.

More News, Insight & Opinion

The Autumn 2025 Statement

There was so much bad news predicted that everyone breathed a sigh of relief when November 26th came, as it could have been so much worse. Yet, for financial services, the bad news still outweighed the good news by quite some margin. Here we go. Continue

Beware of Greeks (Investment Companies) bearing gifts

As interest rates increase, investment companies are increasingly marketing investments which promise attractive levels of income. Continue

Our Investment Philosophy

Research shows that investing in shares over the longer term produces returns far in excess of other asset classes. Continue

Paying your IHT bill via life assurance

Now that personal pensions are going to be included in your estate for inheritance tax purposes after April 2027, a lot more people will be sadly subject to Inheritance Tax. Continue

Is a Lifestyle Trust the right IHT solution for you?

It is getting harder and harder to shelter your assets from the Government when you die, as the Inheritance Tax (IHT) thresholds have not changed since 2009. Continue

Widows/Widowers and Inheritance Tax

Did you know that if a a widow and widower get married, then on their deaths, they may be able to leave up to £2,000,000 to their families with paying Inheritance Tax (IHT)? How is this possible? Continue

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Copyright of Browning Financial Planning Ltd. Registered office: Morar, Brooklands Lane, Torquay, TQ2 6PH. Telephone: 01803 60 67 66. Browning Financial Planning Limited, company number 8448809, is registered in England and Wales and is authorised and regulated by the Financial Conduct Authority (607455). Will writing is not regulated by the FCA.

We provide services for clients in Torbay, Torquay, Paignton, Brixham and South Devon including Brixham, Goodrington, Heathfield, Marldon, Shaldon, Teignmouth, Ipplepen, Newton Abbot, Buckfastleigh, Berry Pomeroy, Plainmoor, Paignton, Blagdon, Broadsands, Abbotskerswell, Bovey Tracey, Totnes, Torquay, Maidencombe, Kingskerswell, Shiphay, St Marychurch, Dawlish, Stokeinteignhead, Chelston, Hay Tor and more!