Andrew Oliver & Co. Limited are Associates of Simply Legal & Associates Limited and Associate Members of the Institute of Professional Willwriters (AMIPW). We are required to operate in accordance with the IPW Code of Practice copies of which are available on request.
In addition to Wills we are also able to assist with estate planning incorporating, Property Protection Trusts, Flexible Life Interest Trusts and Business Property Trusts to name just a few.We are also able to advise and arrange Lasting Power of Attorney for Property and Financial Affairs as well as for Health and Welfare.
In addition to Wills we are also able to assist with estate planning incorporating, Property Protection Trusts, Flexible Life Interest Trusts and Business Property Trusts to name just a few.We are also able to advise and arrange Lasting Power of Attorney for Property and Financial Affairs as well as for Health and Welfare.
Services
Our Aim is to provide an ongoing service to clients with pension and investment portfolios to help them to achieve their investment goals in the most tax efficient way possible. Whether it be money invested in Pensions or Investments such as Investments Bonds, Stocks and Shares ISA's or Unit Trusts ISA's clients are generally looking for growth or income and sometimes both.
Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for to live comfortably after you have retired. There are different 'tools' used to save for retirement and the taxation and investment elements of pensions can appear baffling.
Many companies offer a pension scheme to their employees. There are numerous different types available and usually the company will put some money into your pension if you decide to join. It is important that you take into account your existing pension provision or that from your previous employer before making any decisions.
All monies invested into your fund grow free of capital gains tax, and the contributions you make are enhanced by income tax relief at source. For example if you invest 80, the government adds on tax relief (currently 20%) to enhance your contribution to 100! If you are a higher rate taxpayer you can claim additional relief through your pay coding.
In recent years the pensions industry has become more advanced in terms of the flexibility of investments available and the structure of the actual pension arrangements. It is an area of constant change and you should consult us/me regularly to make preparations for a secure and enjoyable retirement.
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