Pension
This is a major element of our work. It is essential that pensions are managed effectively in order to give clients a desirable quality of life in later years. Essentially a pension is an investment , albeit within a specific framework demarcated by legislation and tax law. A pension should be viewed in harmony with your investment portfolio with the overall focus being on wealth management.
We offer advice on the following:
- Personal pension
- The transfer of existing pensions to a more suitable provider (excluding occupational schemes)
- Group personal pensions administered by company’s
- SIPP’s (self invested pension plans)
- Annuity purchase
- Income drawdown
Tactical Planning
Summary of emergency budget changes
Jun
24
2010
A brief overview of the main changes that are likely to affect clients.... Read more
May
27
2010
Figures announced last week measuring inflation stated that we are experiencing the biggest rise in the cost of living since... Read more
Apr
22
2010
Transfer assets to your spouse to maximise the personal allowance for income tax and capital gains tax (£10,100) purposes. ... Read more
Make the most of the increase in the ISA allowance
Apr
22
2010
The new ISA limit, as from the 6th of April 2010 is £10,200 per year and will now increase in... Read more