atfm_admin, Author at Allen Tomas & Co Financial Management - Page 2 of 7

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So far atfm_admin has created 62 blog entries.

Inheritance Tax relief for business property

Business property relief (BPR) is a valuable inheritance tax relief [...]

By atfm_admin|2019-11-05T10:02:31+00:00January 22nd, 2019|chartered advisor in norfolk, chartered financial planners, financial advisers in King's Lynn, financial advisers in norfolk, financial services, IHT, inheritance tax relief, tax relief|0 Comments

Apprentice Leah shines

On Thursday 3rd January 2019, Leah attended the Springwood High [...]

By atfm_admin|2019-11-05T10:02:32+00:00January 15th, 2019|apprenticeship, chartered advisor in norfolk, chartered financial planners, CII, qualifications|0 Comments

Director, Michael Crisp has successfully become a Fellow

Director, Michael Crisp has successfully become a Fellow of the [...]

By atfm_admin|2019-11-05T10:02:32+00:00January 11th, 2019|chartered advisers, chartered advisor in norfolk, chartered financial planners, CII, fellow, finance experts norfolk, qualifications, The Chartered Insurance Institute|0 Comments

Christmas Opening Hours

We will be closing the office for the Christmas Holidays [...]

By atfm_admin|2019-11-05T10:02:32+00:00December 13th, 2018|Uncategorised|0 Comments

Understanding Pensions on Death

The options available will depend on a number of factors, [...]

By atfm_admin|2019-11-05T10:02:32+00:00November 16th, 2018|allowance, annuity, beneficiaries, benefits, death, death benefit payments, drawdown, expression of wish, funds, inheritance, lump sum, pension scheme, pensions, succession planning, tax|0 Comments

October Budget Update

Personal Tax-free Allowance & Higher Rate TaxThe personal allowance – [...]

By atfm_admin|2019-11-05T10:02:33+00:00November 8th, 2018|budget, capital gains tax, earnings, higher rate tax, income tax, ISA, lifetime alowance, national living wage, personal allowance, stamp duty, tax relief, tax-free allowance|0 Comments

Pension Scam Tactics

Cold-calling is currently by far the most common method used [...]

By atfm_admin|2019-11-05T10:02:33+00:00November 6th, 2018|chartered advisers, FCA, fraud, King's Lynn, Norfolk, pensions, scam, security, West Norfolk|0 Comments

Who are the European Financial Planning Association (EFPA)

Independent Financial Advisers in our firm are members of the [...]

By atfm_admin|2019-11-05T10:02:33+00:00November 1st, 2018|acreditation, association, certification, chartered financial planners, EFA, EFPA, european financial adviser, european financial planning association, licensing, PFS, professional development, standards|0 Comments

The need for Diversification
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The need for Diversification

chartered advisers, chartered advisor in norfolk, chartered financial planners, diversification, economy, GDP, King's Lynn, world economy

The need for Diversification

By atfm_admin|2019-11-05T10:02:36+00:00October 29th, 2018|chartered advisers, chartered advisor in norfolk, chartered financial planners, diversification, economy, GDP, King's Lynn, world economy|0 Comments

Remember the interest on some NS&I products is potentially taxable

Some NS&I products pay returns that are free from income [...]

By atfm_admin|2019-11-05T10:02:37+00:00October 26th, 2018|annual statement, cash ISA, financial advisers in King's Lynn, financial advisers in norfolk, income bonds, interest statements, junior ISA, NS&I, premium bonds, savings, savings and investments King's Lynn|0 Comments

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