Breaking down ageing stereotypes
Age defines us. Simple. That’s how it’s always been, but it’s a belief system that George Lee is setting out to challenge. With her organisation The Age of No Retirement, George and co-founder Jonathan aim to create a world where our age does not define us, by...
Employee Ownership Trust – exiting your business whilst leaving a legacy
After many years running the business he founded, you may be ready for a change of direction. Maybe you are planning your retirement Or you have decided you'd like to do something different with your life. Many business owners are kept awake at night by one question:...
Ageing Well without Children issues report for organisations
Britain is an ageing society and there are now over 1 million people aged over 65 who have never been parents. This is predicted to double to 2 million by 2030. At a time of austerity and reductions in public services, social care support for older people has been hit...
Thousands expected to be in breach of pensions Lifetime Allowance
Are you at risk of facing a 55% tax charge? New analysis* published in March by mutual insurer Royal London has shown, for the first time, how many of today’s workers are at risk of breaching the £1.03m lifetime limit for pension tax relief over the course of...
Frozen tax thresholds pull more into tax traps
A growing number of top rate tax payers With the start of a new tax year, attention naturally turns to making the most of allowances and minimising tax bills where possible. For higher earners, keeping the total tax paid as low as possible can be hard work. An...
Shortlisted in Money Marketing Awards 2019
Finalists in the Best Retirement Adviser category 2019 We are delighted that MFP Wealth Management has been shortlisted in the 'Best Retirement Adviser' category of the prestigious Money Marketing Awards 2019. These awards are amongst the most sought-after in...
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.
