Your concerns

Our clients all have their own unique needs but listed below are some of the most frequent concerns that we help provide solutions for.

Do you share any of these concerns?

• I've heard that pensions can be taxed at 55%, will this apply to me?
• I’ve lost track of all my investments and have no idea what they are costing me.
• I have assets, but not enough income.
• How long will I have to work for, and will I run out of money in my retirement?
• Am I paying too much tax?
• I want to leave my inheritance to my family not the tax man!
• How can I fund private education and university fees for my children?
• What is the most efficient way of selling my business, and what do I do with the proceeds?
• I’ve heard about Trusts – can they benefit me?
• How will auto-enrolment affect my business, and can you set up a scheme for me?
• I want to purchase/transfer property assets into my SIPP.

We offer a free initial consultation to discuss these and other issues.