SImply put, a pension is a tax efficient way to plan for your retirement. There are all sorts of variations and weird and wonderful formats that we can help you choose from. As Independent Financial Advisers (IFAs) we are not tied to any particular provider so we are able to offer advice on all the products or solutions in the marketplace.
Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what's right for you? A pension is a tax efficient way to plan for your retirement. We can help you understand the latest legislation changes and how you might benefit from them.
Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what's right for you? A pension is a tax efficient way to plan for your retirement. We can help you understand the latest legislation changes and how you might benefit from them.
Services
The business has grown somewhat from the early days and the company now consists 4 advisers Paul Brown, Christine Brearley, Brett Garlick and Charlene Love along with 5 support staff. We have a great little team and everyone takes pride in delivering excellent service to our clients. We specialise in Wealth Management (Investments & Pensions).
Deciding how best to invest your money can be daunting. With so many options available and so many uncertainties, how do you choose what's right for you? Our job is to eliminate as much of that uncertainly as possible and to work with you to identify the most appropriate way for you to achieve your financial goals.
SImply put, a pension is a tax efficient way to plan for your retirement. There are all sorts of variations and weird and wonderful formats but they all have the same aim - to provide an income for when you aren't working anymore. There are many variations but they all have the same aim, including Stakeholder Pensions, Personal Pensions, Self-Invested Personal Pensions (SIPP), SSASs, Group Pensions and Occupational pensions (amongst others).
At present, the first 325,000 (2015/2016) of an individual's estate is not liable to Inheritance Tax. For married couples and registered civil partners it is currently 650,000, if the full allowance is passed to the surviving spouse. Anything in excess of this amount is taxed at 40% on death. Use of trusts.
One of the main advantages of employing the services of an Independent Financial Adviser (IFA) is our ability to understand how the various aspects of financial planning overlap. This is then used to formulate a plan considering all of your objectives as opposed to just focusing on individual areas.
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