Services
We can provide advice on the following:
| Family Protection |
Personal Finance |
Tax Efficient Investments |
- Family Income Benefit
- Mortgage/Loan Protection
- Life Insurance
- Critical Illness Benefit
- Income Protection Insurance
- Accident, Sickness, Unemployment
- Death in Service
|
- Residential Mortgages
- Buy to Let Mortgages
- Equity Release
- Home Reversion
- Self-Cert Mortgages
|
- Pensions
- ISA’s
- PEP’s (advice on existing)
- National Savings
- Unit Trusts/OEICS
- Offshore Investment
- Enterprise Investment Scheme
- Venture Capital Trusts
- Investment Bonds
|
| Pensions |
Retirement |
Estate Planning |
- Personal Pensions
- Stakeholder Pensions
- Section 32 Plans
- Self Invested Personal Pensions
- Small Self Administered Schemes
- Executive Pension Plans
|
- Income Drawdown
- Phased Retirement
- Maximising Tax Free Cash
- Annuities
|
- Inheritance Tax
- Gift Inter Vivos Insurance
- Enduring Power of Attorney
- Discretionary Will Trusts
- Trusts
|
| Business Protection |
Corporate Finance |
Employee Benefits |
- Partnership Protection
- Shareholder Protection
- Keyman Cover
- Loan Protection
- Cross-option Arrangements
- Private Medical Insurance
|
- Commercial Mortgages and Re-mortgages
- Semi-Commercial Mortgages
- Asset Finance
|
- Death in Service
- Pension Schemes
- Private Medical Insurance
- Financial Advice Surgeries
- Keyman Cover
|
| Divorce |
Long Term Care |
Tax Planning |
- Pension Sharing
- Pension Transferring
- Pension Earmarking
- Business Valuation
|
- Enduring Power of Attorney
- Impaired Life Annuities
- Immediate Care Annuities
|
- Capital Gains Tax
- Inheritance Tax
- Corporation Tax
- Employee Benefits
- Tax-efficient Remuneration
|
