Author Archives: Hannah Creighton MCSI FPFS

About Hannah Creighton MCSI FPFS

Hannah is responsible for providing technical support to the consultants, as well as writing reports and researching funds and products. Her role is crucial in ensuring our clients’ receive the highest level of service and advice. Hannah is a Chartered Financial Planner, Fellow of the Chartered Insurance Institute and a Member of the Chartered Institute for Securities and Investments. Hannah has a wealth of financial services industry knowledge, having undertaken technical, advisory and business development roles, as well as working for a large discretionary fund management company in an investment management capacity.

Pension Death Benefits – Are They Tax Free?

Posted on November 14, 2011 by Hannah Creighton MCSI FPFS

Pension and life assurance policies that are written under a trust are usually free of Inheritance Tax when death benefits are paid. This is ideal, particularly when combined with the fact you can usually change your beneficiary, if required, with a nomination form. … Continue reading →

Posted in Inheritance Tax, Investment, Pensions | Leave a comment

Market Recovery – Are we there yet?

Posted on October 19, 2011 by Hannah Creighton MCSI FPFS

With the ever-increasing problems that are coming out of the Eurozone, first Greece and now Spain and Italy falling under the spotlight, it is fair to say that the positivity the markets were demonstrating earlier on in the year has … Continue reading →

Posted in Investment, LIFT-Financial, Market Updates | Leave a comment

Solar Energy – The Future’s Green

Posted on August 30, 2011 by Hannah Creighton MCSI FPFS

Following recent UK and European legislation, the UK government must ensure that by 2020, 30% of the UK’s electricity is generated from renewable energy sources, such as solar and wind. Currently only 5.5% is generated from these sources, and as … Continue reading →

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Interest Rates

Posted on June 14, 2011 by Hannah Creighton MCSI FPFS

With interest rates offered by the major banks/building societies for cash being poor and fixed rate bonds are offering in the region of 3%, which is not really sufficient to compensate for the lack of , you may be interested in an instant access account, accessed via registered financial advisers. Continue reading →

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