BROWNING
FINANCIAL PLANNING
01803 60 67 66
E-mail Us
Book Appointment
Am I going to be okay? Take Retirement Test
Are my family going to be okay? Take Estate Planning Test
Dominic Browning, Managing Director
Posted by Dominic Browning
05/02/24
News, Resources, Insight and Opinion from Browning Financial Planning

KISS

Dominic Browning, Managing Director
Posted by Dominic Browning
05/02/24

KISS stands for "Keep it short and simple".

People can get very confused about long-term investing and it is no wonder as the investment industry does its best to overcomplicate matters.

We believe in keeping things simple.

So for your medium to long-term investments you should have one or more of the 3 following pots:

1. Free money growth pot.

2. Tax-free growth pot.

3. Growth pot.

We have 3 portfolios on offer and they are available through all 3 of the pots mentioned.

We offer these solutions through Fundment, a very low cost investment platform, whose charges are a maximum of 0.2% per annum. You can access your portfolio information 24/7.

We like this simplicity and hope you do too.

More News, Insight & Opinion
The Autumn 2025 Statement

There was so much bad news predicted that everyone breathed a sigh of relief when November 26th came, as it could have been so much worse. Yet, for financial services, the bad news still outweighed the good news by quite some margin. Here we go. Continue

Beware of Greeks (Investment Companies) bearing gifts

As interest rates increase, investment companies are increasingly marketing investments which promise attractive levels of income. Continue

Our Investment Philosophy

Research shows that investing in shares over the longer term produces returns far in excess of other asset classes. Continue

Paying your IHT bill via life assurance

Now that personal pensions are going to be included in your estate for inheritance tax purposes after April 2027, a lot more people will be sadly subject to Inheritance Tax. Continue

Is a Lifestyle Trust the right IHT solution for you?

It is getting harder and harder to shelter your assets from the Government when you die, as the Inheritance Tax (IHT) thresholds have not changed since 2009. Continue

Widows/Widowers and Inheritance Tax

Did you know that if a a widow and widower get married, then on their deaths, they may be able to leave up to £2,000,000 to their families with paying Inheritance Tax (IHT)? How is this possible? Continue

More Articles