In the know

Join Director and Independent Financial Planner, Neil Clarke, as he discusses the current and future state of the financial markets with Chris Brown. Including the expected repercussions of the US election and the announcement of a COVID-19 vaccine.

Chris is a Partner and Chief Investment Officer at IPS Capital, who are one of our trusted investment panel.

To find out more about IPS Capital, including the market commentary referenced in this episode, please visit their website.

Visit our website for more content: https://lffinancialplanning.co.uk/

The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

This episode is the seventh, and last, part of a series on our 7 Concepts of Financial Planning.

The takeaway: Managing your finances, assets and financial planning is a continual process that takes into account changes in your life and the world around you.

Ensure you undertake regular reviews of your financial planning arrangements and the organisation and performance of your assets to ensure these are performing as required, making changes where necessary.

Join our Managing Director, Mark Brown, as he discusses this concept with Divisional Director and Chartered Financial Planner, Liz Burrows.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

This episode is the sixth part of a series on our 7 Concepts of Financial Planning.

The takeaway: How are your financial plans impacted by your premature demise or illness?

You are at most risk during the period you are accumulating the level of assets you need to provide for the financial plans of you and your family.

Join our Managing Director, Mark Brown, as he discusses this concept with Director and Chartered Financial Planner, Ian Burrows.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

This episode is the fifth part of a series on our 7 Concepts of Financial Planning.

The takeaway: In what form are the assets that make up your wealth held and does this reflect your needs, attitudes and preferences.

How your assets are held and managed will determine the cost to you, the tax you pay, the level of risk/volatility you experience and the returns you achieve.

Join our Managing Director, Mark Brown, as he discusses this concept with Director and Independent Financial Planner, Neil Clarke.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

This episode is the fourth part of a series on our 7 Concepts of Financial Planning.

The takeaway: Understanding how your various assets are taxed and whether these could be better organised to reduce the tax you pay.

Tax can have a significant impact on the value and longevity of your assets over time.

Join our Managing Director, Mark Brown, as he discusses this concept with Director and Chartered Financial Planner, Ian Burrows.

Visit our website for more content: https://lffinancialplanning.co.uk/

This has been prepared based on our current understanding of UK Law, Taxation and HMRC practice, all of which could be subject to change in future.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

This episode is the third part of a series on our 7 Concepts of Financial Planning.

The takeaway: How much time do you want to spend managing your assets and are they currently organised to reflect this?

Managing your assets/wealth takes time, knowledge and expertise. How much time you spend will be determined by where your assets are held and how involved you are and want to be in their management.

Join our Managing Director, Mark Brown, as he discusses this concept with Divisional Director and Independent Financial Planner, Kerry Holmes.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

This episode is the second part of a series on our 7 Concepts of Financial Planning.

The takeaway: Understand how much money you need and whether you have enough.

Knowing the amount of assets you will need to meet your requirements, objectives and aspirations over the course of your lifetime and after you are deceased enables you to understand where you currently are in relation to this and how to plan accordingly.

Join our Managing Director, Mark Brown, as he discusses this concept with Business Development Director and Chartered Financial Planner, Sarah Maguire.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

This episode is the first part of a series on our 7 Concepts of Financial Planning.

The takeaway: Everyone is financially unique and financial planning needs to be tailored to you.

You are financially unique – how your assets have been accumulated, where they are held and what you want to do with them is unique to you. Your objectives, attitudes, preferences and timescales will also be unique.

Join our Managing Director, Mark Brown, as he discusses this concept with Director and Independent Financial Planner, Neil Clarke.

Visit our website for more content: https://lffinancialplanning.co.uk/

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.