How can we help you?
Investment Advice - Formulating a bespoke investment strategy that is built around your investment timeframes, your attitude towards investment risk, your tax position and your objectives.
Pension Planning - Advising you on the use of pensions to provide a tax efficient way to save towards retirement whilst also maintaining an individual investment strategy along the way.
Often our advice is not only about new pension arrangements but also about striving to improve the pension arrangements that you may have already established.
Options at Retirement - Converting the funds you have built up in pension arrangements and other forms of investments and advising you on how to draw your retirement income from these in a way that matches your ongoing objectives.
Inheritance Tax Planning - Planning to avoid the payment of what many describe as a “ voluntary tax” as, by combining the use of wills, trusts and other tax mitigation measures, the liability can be significantly reduced. (We do not offer a Will writing service)
Protection Planning - To avoid the financial impact caused by illness, injury or death. This could be protection for yourself or your family.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate Tax Planning, Inheritance Tax Planning, Auto Enrolment, Employee benefits, Trusts or Will Writing.
How can we help your Business?
Corporate Pension Planning - Advising you on the use of pensions to provide a tax efficient way to build pensions for employees and Directors. We can also advise on how to set up and run a pension scheme for your staff with the minimum of administration. We can advise on the establishment of a new/ replacement scheme or arrangements that you may have already established.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Group Protection - How to establish and run group death in service schemes, group income protection schemes, group critical illness cover and group private medical insurance.
Business Protection - Quantifying the financial impact of illness, injury or death to you or to others upon whom your business depends and the establishment of cost effective financial protection solutions. Cover may include key employees or shareholder protection arrangements.
* This is not an exhaustive list and acts as a guide to some of our services.