Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

Call me for a chat on
0800 074 8755
freephone

Blog | Posts Tagged 'Savings'

What is an Individual Savings Account (ISA)?

An Individual Savings Account (ISA) is a “wrapper” for cash and/or investments which confers some valuable tax benefits to UK resident savers and investors.

Best Funeral Plans: A thoughtful investment

How to cap the cost of your funeral whilst protecting your loved ones from financial stress at the time of a bereavement.

What is an Investment Trust and should I invest in one?

An Investment Trust is a limited company whose business is the investment of shareholders’ funds, the shares being traded like those of any other public company.

Funding for University

An investment – lump sum or regular savings – into an offshore bond written under a Discretionary Trust could be a particularly attractive way of pre-funding these costs.

Accredited SOLLA Advsior