People often amass numerous investments over their working life such as ISAs, Investment Bonds and Unit Trusts. You may wish to investigate whether your investment affairs can be consolidated to a single, flexible investment platform. To talk to us and discuss your options please phone 0121 233 9922.
People often amass numerous pension 'policies' over their working life. Often, they wish to investigate whether their pension funds can be transferred into a single contemparary pension plan. Opportunities exist to legitimately reduce, or even eliminate, the impact of Inheritance Tax on your family.
People often amass numerous pension 'policies' over their working life. Often, they wish to investigate whether their pension funds can be transferred into a single contemparary pension plan. Opportunities exist to legitimately reduce, or even eliminate, the impact of Inheritance Tax on your family.
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Opportunities exist to legitimately reduce, or even eliminate, the impact of Inheritance Tax on your family. If you have pension funds worth over 100,000 in total you may wish to take advantage of our free and impartial Pension Review Service. Allsopp Financial Management Ltd is authorised and regulated by the Financial Conduct Authority.
People often amass numerous pension 'policies' over their working life. Often, they wish to investigate whether their pension funds can be transferred into a single contemporary pension plan. This allows a consistent investment approach to be applied to a person's entire pension portfolio. If you have pension funds worth over 100,000 in total you may wish to take advantage of our free and impartial Pension Review Service.
Just before you reach retirement your pension company will provide you with an annuity quotation. Purchasing an annuity is a "one-off" transaction that involves you swapping most, or all, of your pension fund for a guaranteed income for life from the annuity provider. The Open Market Option or OMO means that you don't have to settle for the annuity quote given to you by your pension company.
People often amass numerous investments over their working life such as ISAs, Investment Bonds and Unit Trusts. Often they wish to investigate whether their investment affairs can be consolidated to a single, flexible investment platform. This allows a consistent investment approach to be applied to the entire investment portfolio.
Inheritance Tax (IHT) is regarded by many as the cruellest of taxes. Having spent your whole life paying tax on earned and investment income, another 40% of all assets you have amassed over the tax-free threshold, will be claimed back by HMRC. Opportunities exist to legitimately reduce, or even eliminate, the impact of Inheritance Tax on your family.
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