Why buying a vineyard could save IHT
There's been quite a lot going on in the financial world in recent weeks, so here's a run down of some of the most up to date stories in the media today. The introduction of tougher rules for peer-to-peer platforms and what this really means Peer-to-peer platforms...
Investing explained: Asset allocation
A commonly used term - but what does it really mean? So, asset allocation. It's so ingrained in how we manage our clients' investment portfolios, that we talk about it all the time. So, what is it? What are assets? And what happens when you allocate them? The...
HMRC miscalculates Marriage Allowance claimants
HM Revenue & Customs is struggling to add up! It got its sums wrong on the number of individuals taking up the tax break for married couples after it counted claimants more than once. New data reveals that less than half of those eligible are benefiting. In June...
Being more intentional with charitable donations
Helping you be more intentional when gifting Charitable giving should bring great joy and fulfilment. It should make you feel empowered and excited about the good you can do in the world. But many generous people don’t get as much joy from their giving as they...
Getting great joy from charitable giving
Charitable giving should bring great joy and fulfilment. It should make you feel empowered and excited about the good you can do in the world. Many of us donate to charity, but do we do it intentionally? Lauren's journey towards understanding the charitable...
My experience of caring for people with dementia
Mary Jordan's mother-in-law was suffering from dementia. But because she wouldn't visit the doctor, Mary resorted to reading books in the public library to try and self-diagnose the condition. This early experience of dementia led Mary into a life-long career,...
MFP Wealth Management is an Independent Financial Adviser (IFA) serving the New Forest, Christchurch, Bournemouth, Dorset & Hampshire. MFP is a trading style of My Financial Planner Limited which is Authorised and Regulated by the Financial Conduct Authority – FCA registration number 505247.
10 Falcon Drive, Christchurch, Dorset, BH23 4BA. 01425 279212.
