Long term investment products boasting multiple benefits such as allowing a wide range of asset classes
Many people are unaware that Inheritance Tax (IHT) can have a significant reach and if not planned correctly
Pensions allow for tax relief on personal contributions
ISAs for the younger generation are available in the form of a Junior Individual Savings Account (JISA)
The effects of accidents, sickness or redundancy can be severe on a person’s income
For businesses to function properly, they normally need access to some level of cash in the bank. And it is not always necessary to withdraw cash from a business for things like pensions or shareholder return.
The world can be a confusing and rapidly changing place, meaning that it is highly important to receive proactive advice from a trustworthy source, on an on-going basis regarding your pension options.
It can be generally said that most business leaders favour their staff over physical assets. Resultantly, if an important member of your team was no longer able to work due to illness, would your business be equipped to offer them financial support during this time?
Are you a director looking for a tax-efficient way to structure your life cover? We offer a Relevant Life Plan which could be the perfect choice.
No matter what size your business is, auto enrolment is likely to have had some kind of impact. Only by planning ahead can you ensure that you have access to the best resources, support and possibly even the best terms.
H&H Wealth Management works in partnership with financial planning specialists Sage Wealth Management who have six offices across the north of England in Carlisle, Hexham, Alnwick, Chester-le-Street, Darlington and Newcastle. Together we can arrange a tailor-made financial package to suit your needs. Whatever your requirement, talk to us 01228 406290 in the first instance to arrange a chat
either at your business premises, in the auction marts or at our office.
