2nd May 2013

How to Take the Financial Pain Out of Divorce

Many people unsurprisingly rank a divorce as one of the most stressful events in their life, as well as posing one of the greatest threats to their financial security. Even Dragons’ Den tycoon, Duncan Bannatyne, who has built up an estimated £430 million fortune, is not immune from these pressures as his recent divorce shows.

26th April 2013

Milford & Dormor Financial Planning Financial Planners nominated ‘Adviser of the Week’ by Unbiased.co.uk

We are delighted to be nominated the 'Adviser of the Week' by Unbiased.co.uk to recognise our promotion of professional advice in engaging and interesting ways. This included the launch of our new website last month, our weekly expert column published on Thursdays in the Western Morning News and online www.thisisdevon.co.uk.

25th April 2013

New Reforms Highlight the Importance of Wills

Children with wealthy parents who die without making a will could lose out under proposed changes to inheritance laws contained in recent draft legislation. If there are no children, then the spouse could take the entire estate.

18th April 2013

Survey Brings Hope of Housing Market Recovery

As milder Spring weather has finally arrived and the daffodils are in bloom, I am delighted to read that Britain is poised for a housing market revival, according to the respected Ernst & Young ITEM Club.

18th April 2013

Survey Brings Hope of Housing Market Recovery

Read the full article at Western Morning News.

17th April 2013

Nearly 1 in 4 Lose Track of Pensions

According to a recent Age UK Survey, 23% of UK adults have lost track of at least 1 pension, creating confusion and uncertainty over retirement saving plans. The average person aged over 65 has worked for about six different employers, according to Age UK. Younger generations, those aged 25-34, have already worked for at least six employers.

12th April 2013

Adviser Profile: Matthew Clark of Milford & Dormor Financial Planning Financial Planners

Read the full article at Citywire New Model Adviser.

12th April 2013

Inheritance Tax (IHT) and non-Domiciled Survivors

There has been a welcome change recently for non-domiciled widows, who have previously been liable to Inheritance Tax (IHT) on their spouse’s death. Whilst assets can usually pass between spouses without IHT, there has always been a hidden trap where the deceased was domiciled in the UK and the survivor was domiciled in another country.

11th April 2013

Pension Planning at a Younger Age

More than half of younger workers aged between 25 and 34 plan to save more into a pension in 2013 compared with 26% of 45 to 54-year-olds according to a new survey by the National Association of Pension Funds.

4th April 2013

Alternatives to Saving Can Yield a Good Return

Read the full article at Western Morning News.