Pensions and Retirement planning:
Make sure you contact us with regard to the new pension legislation and change to retirement dates

 

Investments and Savings:
Do not forget the ISA SEASON CONTINUES THROUGHOUT THE YEAR! ITS NOT TOO LATE FOR YOUR 2009/10 ISA!

  Tax Planning:
 Very soon
  Life and Protection cover:
Whether you are needing cover for a mortgage, cover to protect your income, or even should you be unfortunate enough to contract a critical illness, then we should be able to meets your needs.
 

Investing for children and grandchildren:
Various options are available which we would be happy to advise on and are likely to provide a better return than a Building Society account.

  Inheritance tax:
Recent changes to the threshold as announced in the budget and a new 20% tax needs clarification from the powers that be before we are able to write specifics here.