Investing in
Your Future

Private

Our clients receive ongoing financial reviews, regular portfolio valuations together with quarterly news bulletins and periodic economic updates. Our team of highly qualified independent financial advisers are available to help guide you.

Corporate

We advise our corporate clients about all areas of finance, including pension plans and employee benefit schemes, the investment of company money, finance, protecting the business and its owners against financial risks and succession planning.

Money Works - December 2011

In this edition of Money Works we discuss - Public Sector Pensions, Pension Shortfalls, Inflation and Self-Assessments

Topics discussed in detail -

Public Sector Pension Changes - what is being proposed and why.
Gaps in pension savings and why you should be careful when viewing your main residence as your sole pension fund.
Inflation - has it peaked? how is it affecting you and what is likely over the coming years.
Self-assessments - a reminder that for those doing self-assessments you and/or your accountant will need to file everything by the end of January 2012.

If you have any queries in relation to any of the topics raised then please do not hesitate to contact us.

Download Moneyworks (1.2mb)