Marshall Pension & Financial Planning
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Marshall Pension and Financial Planning Ltd is firm of Independent Financial Advisers based in Monkseaton, North Tyneside. We look after clients mainly in the North East and Cumbria, and have clients based in the Scotland and the South East of England.

With our experience of Lifestyle Financial Planning, we are able to deliver the number one priority for clients - a clear and accurate picture of how they are going to get to a point where they should never have to worry about running out of money.The process we use helps pull all the information together and give the best possible opportunity to accomplish their goals - and at the same time look after those closest to them.
Services
UK pensions are unnecessarily complicated with layer and layer of legislation which often confuses the layperson. In essence pensions are a savings plan with tax incentives. We make it simple to understand, structure, and tie it in with your other assets for the complete picture. The importance of making sense of your pensions is to ensure you have enough in the future when you choose to work less and or stop work.
Many people have Final Salary/Defined Benefit pensions from previous or current employment. These provide valuable guaranteed benefits. It is also possible to transfer the benefits. If the transfer value is greater than 30,000 you are required by law to obtain advice from a Pension Transfer Specialist.
Inheritance Tax used to be seen as the rich person's tax, as house prices have increased dramatically in the last three decades or so this is no longer the case. We help you mitigate inheritance tax using a range of strategies ensuring that wealth is passed on tax efficiently. We offer full investment plannig taking account of your objectives, timescales, risk you are comfortible with, and current and future expenditure plans.
As an employer you will be aware of your responsibilities to your staff with regards to pensions and other matters. Your business is inextricably linked to you, affecting you financially now and in the future on sale and/or retirement. Auto Enrolment Advice: we provide advice and solutions to ensure you comply with the law in a cost effective and efficient manner.
The documents he has provided have been detailed and comprehensive. I have particularly found that Bill's visits to review mine and my families' finances have been enjoyable and give me a lot of confidence for the future during our retirement. His clear and friendly advice remains the key to our relationship.
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