IHT Planning Simple Inheritance Tax Planning and quality Inheritance Tax advice could help you pay less tax on your estate. Estate planning is not regulated by the Financial Conduct Authority. Equity Release You may have a considerable amount of money tied up in your home as an investment. With the right help, this equity could be released to you during your lifetime, and retirement, to help you.
Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits. How much cash would your family need to maintain their current lifestyle if you die prematurely?.
Equity Release is a lifetime mortgage or home reversion scheme. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits. How much cash would your family need to maintain their current lifestyle if you die prematurely?.
Services
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Peter is a Chartered Financial Planner with almost 40 years experience in Financial Services holding the Chartered Financial Planner qualification.
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of investments and the income they produce can fall as well as rise.
Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available. Buy to let mortgages are not regulated by the Financial Conduct Authority.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. The fundamental idea of a personal pension plan is simple.
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