Investment & Pensions
Recent changes in pension legislation have opened up many opportunities for tax planning and we are keen to ensure our clients are made aware tax efficient use of these changes.
Many directors are unaware of the opportunities to obtain life assurance and critical illness cover tax efficiently through their SME.
However, in todays complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We therefore make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:
- Pension schemes;
- Life assurance;
- Critical illness cover;
- Private medical insurance and care plans;
- Individual savings accounts; and
We are authorised by the Financial Conduct Authority. However, we are included on the register maintained by the Financial Conduct Authority so that we can carry on insurance mediation activity, which is broadly the advising on, selling and administration of insurance contracts. This part of our business, including arrangements for complaints or redress if something goes wrong, is regulated by The Institute of Chartered Accountants in England and Wales.
The register can be accessed via the Financial Conduct Authority website at www.fca.org.uk/register.
We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
Require more information?
If you would like more information or would like to speak to us direct then call us on 01795 478044. Or if you would prefer, please fill out our contact form here.