tag:blogger.com,1999:blog-43274046115707154202024-09-24T17:01:04.110-07:00Welcome to SourceIFA We are Hampshire based Independent Financial Advisers engaged by our clients to provide clear, unbiased and holistic financial solutions.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-4327404611570715420.post-79796140390172522402009-01-26T04:46:00.002-08:002009-01-26T04:47:07.315-08:00Planning for the end of a Tax Year can often be overlooked during periods of extreme volatility in stock markets, but this should not be the case.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-87244974410788415452009-01-26T04:46:00.001-08:002009-01-26T04:46:32.172-08:00As well as the collapse of investment markets, the value of the Pound against the Euro also plummeted, to the extent that we are now at virtual parity, making all of our forthcoming European holidays very much more expensive.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-28915036364495218192009-01-26T04:45:00.001-08:002009-01-26T04:45:57.565-08:00Two of the most often asked questions from clients are...Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-54749132278961133822009-01-26T04:44:00.000-08:002009-01-26T04:45:14.232-08:00As the great economist John Maynard Keynes once observed; ‘the way out of recession is to spend your way out of it’ (Enter Gordon Brown); but, we are all battening down the hatches and saving more, which is bad for a recovery in the economy, but good for our pensions and future income in retirement requirements.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-44868223590089041692009-01-26T04:43:00.000-08:002009-01-26T04:44:28.790-08:00Not only did 2008 bring us abysmal investment market performance, it also brought us Banking failures (Lehman Brothers and others); corporate failures (Woolworths, Adams and others); and to cap it all, it bought the World’s biggest fraud, when the Bernard Madoff scam was unearthed in the United States, with an alleged $50 Billion price tag.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-24589635323504138922009-01-26T04:42:00.000-08:002009-01-26T04:43:49.123-08:00Back in October we identified two possible scenarios for the global economy as we entered the new year.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-61965394926981073112009-01-19T06:44:00.001-08:002009-01-19T06:44:49.814-08:00It will come of little surprise to readers to hear that commodity prices have retreated markedly since their peaks in the summer of 2008.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-6132826225139248892009-01-19T06:43:00.001-08:002009-01-19T06:43:55.665-08:00Most fixed interest markets, other than the US government bond market, had a difficult time in 2008.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-46794777004342528072009-01-19T06:42:00.000-08:002009-01-19T06:43:14.491-08:00As I have already reported, shares had a dismal year in 2008. However, as I have also commented, many shares may have been sold off regardless of their real worth.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-81454777469503209812009-01-19T06:41:00.000-08:002009-01-19T06:42:34.325-08:00The above economic problems are not new. We have experienced many recessions and stock market falls since the 1930s, and the reactions have not been as violent. So what was different this time?Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-65790888981175674152009-01-05T06:02:00.002-08:002009-01-05T06:03:36.499-08:00What advantages does iFunds Cash Management Service offer, other than increased safety and diversification?Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-6774308801989167822009-01-05T06:02:00.001-08:002009-01-05T06:02:53.538-08:00Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-80663747551139634972009-01-05T06:00:00.000-08:002009-01-05T06:02:08.722-08:00Like a phoenix rising from the ashes of a prudent bonfire, Alistair Darling delivered a truly traditional left wing labour Pre-Budget Report, as he sought to follow his predecessors and tax the rich "till the pips squeak", by raising the higher rate of Income Tax and National Insurance from 2011.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-66475167468239278832008-12-22T05:56:00.000-08:002008-12-22T05:57:20.000-08:00Like just about everyone else, I hate to pay my bills. They wind up in a heap on my desk. It is such a chore to sift through the paperwork and it is an unpleasant task to write out cheque after cheque.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-5529336775269223782008-12-22T05:55:00.000-08:002008-12-22T05:56:19.936-08:00There is little public awareness about enduring powers of attorney and how useful they can be to adults in all walks of life. This article attempts to explain in simple terms what an enduring power of attorney is and how it can prove to be an extremely useful document.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0tag:blogger.com,1999:blog-4327404611570715420.post-65489496585478769992008-12-22T05:54:00.000-08:002008-12-22T05:55:01.531-08:00Annie Giddens is 65 years old and has recently retired. She has decided to sell the flat she used in Birmingham as a pied-à-terre and realises that the sale will trigger a capital gains tax (CGT) liability.Source IFAhttp://www.blogger.com/profile/03630928359431734006noreply@blogger.com0