
Pension tax relief knowledge gap
Pension tax relief knowledge gap How well is the tax relief on pensions understood? Research suggests not well at all, …
Read morePension tax relief knowledge gap How well is the tax relief on pensions understood? Research suggests not well at all, …
Read moreConfused by New NICs changes? The changes to national insurance contributions (NICs) announced in the Spring Statement …
Read moreHappy new (tax) year? We’re now in the year of the Tiger according to the Chinese zodiac, which can symbolise resilie…
Read moreUncertainties Removed on Two Key Personal Taxes The future of two important personal taxes – Inheritance Tax (IHT) an…
Read moreFocus on Tax Year-End Planning With Christmas and New Year behind us, tax year-end planning should now be on your radar…
Read moreThe Autumn Budget – Taxed And Spent After already increasing taxes by £42 billion a year in 2021, the main focus of …
Read morePension lifetime allowance cuts on the horizon New HMRC statistics show the lifetime allowance continues …
Read moreCapital gains tax receipts - still a target for the chancellor? New HMRC data shows that in 2019/20, £9.9 bi…
Read moreIt’s easy to move on from another advisor.
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“I have been using Oaklands’ services since 2007, following my changed financial circumstances from divorce. Helen’s advice and handling of my investment portfolio has enabled me to become more relaxed about my financial situation and to not worry as much as I did in the early days, when handling finances was new to me.”
“Deciding to retire early I needed professional ongoing advice to navigate our financial future. Upon visiting Oaklands, the options were clearly explained and a risk analysis undertaken. Even during these strange times, regular reviews and conversations are taking place and I felt I made the right decision choosing Oaklands.”
No half measures. We don’t set it up then leave you all at sea. We manage your investments ongoing and hold ourselves accountable for steering you through your financial journey. This phrase came from a client who said that’s exactly what we felt like to him, he said “you are like a friend or good neighbour who’s always got my best interests at heart.” Whatever the reason you come to us we care. We really care. Like it’s our own money. Tidying up bit and bobs of pensions and putting them neatly in a pot you have full control over. Making sure you get all the tax efficiencies legally available to you to enhance your money. Pointing the microscope on 3,000+ funds and finding the best ones to secure your retirement.A FRIEND FOR YOUR FINANCIAL JOURNEY...
THIS IS NOT A DIY SERVICE – WE TAKE FULL RESPONSIBILITY FOR SETTING UP YOUR PENSIONS AND SAVINGS. FOR LIFE.