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, …
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Confused by New NICs changes?
Confused by New NICs changes? The changes to national insurance contributions (NICs) announced in the Spring Statement …
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Happy new (tax) year?
Happy new (tax) year? We’re now in the year of the Tiger according to the Chinese zodiac, which can symbolise resilie…
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Uncertainties Removed on Two Key Personal Taxes
Uncertainties Removed on Two Key Personal Taxes The future of two important personal taxes – Inheritance Tax (IHT) an…
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Focus on Tax Year-End Planning
Focus on Tax Year-End Planning With Christmas and New Year behind us, tax year-end planning should now be on your radar…
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The Autumn Budget – Taxed And Spent
The Autumn Budget – Taxed And Spent After already increasing taxes by £42 billion a year in 2021, the main focus of …
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Pension lifetime allowance cuts on the horizon
Pension lifetime allowance cuts on the horizon New HMRC statistics show the lifetime allowance continues …
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Capital gains tax receipts – still a target for the chancellor?
Capital gains tax receipts - still a target for the chancellor? New HMRC data shows that in 2019/20, £9.9 bi…
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THINKING OF MOVING FROM YOUR EXISTING ADVISOR?
It’s easy to move on from another advisor.
We’ll handle everything.
All that’s needed is for you to sign some letters of authorisation and we’ll do the rest.
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7 KEY FEATURES OF THE OAKLANDS WEALTH MANAGEMENT SERVICE
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Lifetime Cashflow Planning
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Monthly Fund Analysis
2 Investment Portfolio Reviews Per Year
A WORD FROM OUR CLIENTS...
“Upon leaving Rolls-Royce after 26 years, I wanted to transfer my pension into an investment fund but find anything investment related a ‘black art’. Helen reviewed my circumstances and risk profile to develop my portfolio. Every Oaklands’ team member I’ve seen is an established professional and I would recommend Helen and her team in a heartbeat.”
A WORD FROM OUR CLIENTS...
“Following my divorce, Helen took complete control of consolidating all my individual pensions into one product after advising me carefully what she considered the best product for my needs and risk profile. She explained everything clearly in language I understood, and my investment is achieving far greater growth than expected.”
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.
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.
Maybe transferring a final salary pension if your objectives are better met with your own pension.
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.
