Business Owners

Our experience tells us that many business owners are pre-occupied by the day to day running of their business and don’t have the time to think about where they are heading financially and also what they want to aim for financially in the future. This is where we can really help in guiding them throughout the process.

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Retired or close to retirement

You are aged 50 plus with savings or pensions assets over £100,000. You are already retired or wanting to know if you can afford early retirement. You are seeking guidance as to whether you can afford to maintain your current and future lifestyle needs without the fear of ever running out of money whatever happens in life.

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Bereaved and Single Again

You are aged 50 plus with savings or pensions assets over £100,000. You are already retired or wanting to know if you can afford early retirement. You are seeking guidance as to whether you can afford to maintain your current and future lifestyle needs without the fear of ever running out of money whatever happens in life.

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The government wants to keep closer tabs on tax avoidance

The government wants to keep closer tabs on tax avoidance HM Revenue and Customs revealed that it will bring in legislation under which financial intermediaries will be required to notify their UK resident customers with UK or overseas accounts about the Common Reporting Standard. Last year the UK and various overseas jurisdictions agreed to adopt

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