INVESTING
We talk with you about how you might invest* some of your hard-earned savings, analysing the level of risk you are comfortable with and investigating any ethical investment requirements. We want to make sure your investments are tax efficient using strong investment companies building funds for your future.
*The value of your investments can go down as well as up, so you could get back less than you invested.
RETIREMENT AND BEYOND
This is the stage when you hopefully can pursue your dreams and are longer tied to your desk/machinery! One of our favourite meetings is the first annual review for clients who have retired and see the difference a year not working has made to their lives. Before you retire, we look at ways of securing the income you need or using flexible pensions to supplement existing income.
LONG TERM CARE NEEDS
As we all are living longer, the need for long term care advice has increased. We work with you and your family or Power of Attorney to provide you with the confidence that you can be cared for in the way you want. We might use a specific long term care annuity or use your existing investments to create an income.
INHERITANCE TAX PLANNING
You may want the reassurance that your estate and accumulated wealth will go to your loved ones, hopefully without too large a tax* liability. We advise on tax* efficient investments, Trusts or ways of gifting and inter-generational plans.
*The Financial Conduct Authority does not regulate tax planning.
PROTECTING INCOME & FAMILY
Most of us want to protect the things that are important to us, our family, business and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family or your business.
CONTACT US
07872 948 338
or
07956 818 123
The Rectory, Church Lane, Shilton Nr Burford, Oxfordshire, OX18 4AE