Prioritising the power of pensions

A very tax-efficient solution for passing on your wealth Passing wealth through the family, for most, is an important part of their estate preservation planning process. Pension funds are typically free of Inheritance Tax provided the scheme trustees/administrator has discretion over the payment of death benefits. Passing on your wealth As well as supporting you…

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Scammers socially engineer victims

17% increase in suspicious or scam-related activity Any of us can fall victim to a scam. Scams are increasingly common and many people are caught out. They can be very distressing, and the impact is often emotional as well as financial. If you’ve been the victim of a scam, remember that you’re not alone. Increasingly,…

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Work because you want to, not because you have to

The following is an extract from Truly Independent Founder, Andrew Goodwin’s new book “Work to Wealth” Stripping everything back to the basic principles, I first want to give you a gift: a better reason to work. By creating simple and achievable financial goals, you will leap out of bed in the morning eager to earn.…

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June Fact Sheets

All of our June financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…

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How you can benefit from reading Work to Wealth

The following is an extract from Truly Independent Founder, Andrew Goodwin’s new book “Work to Wealth”   Who should read this book? While this book is for everyone, I’d like young people to read it because they often have a skewed perception of work and earnings, particularly school sixth-formers and college students since the earlier…

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Trainee Paraplanner Job Opportunity

About Truly Independent Founded in 2010, Truly Independent Ltd is a firm of experienced Independent Financial Advisers. We are strong believers that everyone should have access to financial advice that is not governed or influenced by others. We have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole…

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Ewa Brzeska shares her Truly Independent experience so far

Ewa Brzeska is an Independent Mortgage Adviser in Carlisle, providing unbiased mortgage & protection advice mainly throughout Cumbria and the Scottish Borders, but with the ability to work with clients nationally. Her focus is always on providing the best long-term advice for her clients to ensure their goals and needs are fully met using a…

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Stop Comparing, and Work to Wealth

The following is an extract from Truly Independent Founder, Andrew Goodwin’s new book “Work to Wealth” If you compare yourself to those ostensibly wealthier than you, you may never truly achieve. If you compare yourself to those ostensibly poorer than you, you may never truly progress. Comparison will keep you within these boundaries, in walled…

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Passing on wealth to the next generation

30 million parents want to leave wealth in their will. Millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to new research. Failing to plan to write a Will or complete estate planning could potentially…

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Truly Private Clients – Client Relationship Manager Opportunity

Become part of a new team, working with an expanding and exciting brand and client support service with UK reach. Responsibilities: As the Truly Private Clients Relationship Manager you will be: Managing and retaining relationships with our existing UK wide investment and pension clients Seeking primarily to retain and build on those relationships taking over…

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TIPS Financial Magazine May/Jun Edition 2022

Welcome to our latest edition. Are you fed up with your nine-to-five? There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others may want to take advantage of government benefits or simply enjoy a more relaxed lifestyle. However, one of the most…

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