Please read this important information regarding Intelligent Money in response to COVID-19

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Glossary

Please see below to find the definitions of frequently used terms.

Glossary Terms

Accountant
Additional Voluntary Contributions (AVCs)
Advice fee
Adviser
Advocacy
Annual allowance
Annual statement
Annuity
Approval in principle
Asset allocation
Authorised firm

Bankruptcy
Basic rate taxpayers
Basic state pension
Beneficiary
Bonds
Buildings insurance

Capital Gains Tax (CGT)
Capital Growth
Capped Drawdown
Chancery
Child Trust Fund
Commercial litigation
Commercial property law
Commission
Common law
Contract
Contracting out
Conveyancing
Conveyancing solicitors
Corporate bonds
CPI
Credit Check
Credit scoring

Debt
Debt law
Defined benefit
Defined contribution
Defined investment stratergies
Direct Debits
Disbursements
Diversification
Dividends
Drawdown

Employment law
Employment law solicitors
Equity
Estate Planning
Ethical investment
European Union law
Executor

Family law
Family law (divorce) solicitors
FCA
Fees
Final salary schemes
Financial and investment services
Financial Ombudsman Service
Fixed interest security
Fixed rate
Flexible Access Drawdown (FAD)
Flexible ISA
Fraud
Free-Standing Additional Voluntary Contributions (FSAVCs)

General Data Protection Regulation (GDPR)
General Investment Account
Gilts
Green Investments
Group Personal Pension

Hedge fund
Higher rate taxpayer
Human rights law

ID Check
Income protection
Income tax
Independent financial adviser
Index Linked Gilts
Index Trackers
Individual Savings Account (ISA)
Inheritance tax (IHT)
Injunction
Insolvency
Intellectual property
Interest

Junior individual savings accounts (JISA)

Key facts document
Key features document / Key Facts Documents

Landlord and tenant law
Landlord and tenant law (property) solicitors
Lifetime allowance
Lifetime annuity
Litigation
Loans

Mediation
Mental health law
Money laundering
Money purchase pension
Multi-tied financial advisers

National Insurance contributions
Non-advised
Non-taxpayers

Occupational Pension

Passive Investments
Pension Freedoms
Pension Switch
Pension Transfer
Pensions law
Personal allowance
Personal pension
Portfolio
Premium
Probate
Professional negligence
Property
Protected rights pension

Qualifying years

Return
Risk
Risk Rating
RPI

Self Invested Personal Pensions (SIPPs)
Solicitor
Stakeholder Pension
Stamp duty
Standing Order
State Pension
State Second Pension
Stockbroker
Stocks and Shares

Target dated investment strategies
Taxation law
Tied financial advisers
Trusts law

Uncrystallised funds pension lump sum (UFPLS)
Unit trusts
Unsecured pension

Variable interest rate
Venture Capital Trust (VCT)

Wills and probate Law

Yield

COVID-19 UPDATE

Following the Government lockdown announcement, we will be closing our offices this evening, Monday the 23rd March 2020.

We will continue to ensure that all pension, ISA and GIA withdrawals will be paid to clients on time and all online applications and instructions will remain automatically processed during this period. So, in this respect, business will continue as usual.

Our loyal team will remain on the payroll whilst they are temporarily unable to work, whilst certain key members will remain on hand remotely to ensure that no client is adversely affected (though this may naturally impact on response times).

Please also note that our main office building has also been shut down (we are located within a national museum) and we are therefore not currently able to receive any post as normal.

We thank you in advance for your understanding during this difficult time and for all enquires during this period please contact the most relevant email address as listed below: