We provide independent advice to individuals and small businessess on all aspects of financial planning from our premises in a converted barn in Woodbridge, Suffolk. Financial plans are 'living' and evolve as your aims, goals and situations change. We focus on building long-term relationships with you and provide an on-going service to ensure the plan is adjusted accordingly should circumstances dictate.
How much cash would your family or business need in the event of premature death, critical illness or accident?. Have you created a Will? Are your affairs consolidated to make life easier for your executors and ultimately your beneficiaries? Do you know how much inheritance tax will be payable on your estate?
How much cash would your family or business need in the event of premature death, critical illness or accident?. Have you created a Will? Are your affairs consolidated to make life easier for your executors and ultimately your beneficiaries? Do you know how much inheritance tax will be payable on your estate?
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. Prior to establishing Debenwood Financial Planning in 2010 Rebecca worked as a Financial Adviser & Stockbroker in the Woodbridge branch of the investment firm Edward Jones from 2006 to 2009.
Key person insurance is an important form of business insurance. There is no legal definition for 'key person insurance'. In general, it can be described as an insurance policy taken out by a business to protect that business for potential financial losses that could arise from the death or extended incapacity of an important member of the business specified on the policy.
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 your investments can go down as well as up, so you could get back less than you invested.
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. A pension is a long-term investment.
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