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The Financial Services Authority does not regulate taxation and trust advice. Levels, bases of and reliefs from taxation are subject to change. The actual tax treatment depends on the individual circumstances of the client. |
Pensions
Rumours abound in the financial press that the coalition government will introduce further restrictions on pension contributions.
If new rules are introduced they could have a major impact on your retirement plans. Time to take advice?
Company Pensions
The recent change in how pensions are inflation linked – to RPI or CPI – may have a major impact on occupational scheme members and those who have deferred pensions. Worth a review?
NESTS
For all Olympic hopefuls, 2012 is fast approaching. The same can be said for the compulsion on both employers and employees to pay into pensions. Are you ready?
Taxation
Increases in Income Tax, Capital Gains Tax and the freezing of Inheritance Tax thresholds means that greater care needs to be taken. A full Financial Planning Review could save you money.
All of the above present a number of financial planning opportunities.
Why not contact us for an initial consultation at our cost.
Telephone : 01932 830664
Email : wwfs@wardwilliams.co.uk
