OUR SERVICES
All our recommendations are based on an individual personal basis. Below are some services we may recommend to help you achieve your objectives.
PENSIONS
Jenny Meggs is a Pension Transfer Specialist. We can advise on new and existing pensions.
INVESTMENTS
Wealth management advice on ISAs, Bonds, General Accounts, VCTs, EIS and Business Property Relief.
PROTECTION
Ensure you, your family and your business are all protected in the event of any scenario.
TAX PLANNING*
Income Tax, Capital Gains Tax and Inheritance Tax can all be controlled or reduced with careful planning.
*Tax planning and inheritance tax planning are not regulated by the Financial Conduct Authority
CASHFLOW PLANNING*
Illustrating your future assets and projecting the future sustainability of your assets. This is one of our key tools in retirement planning.
*Cashflow planning is not regulated by the Financial Conduct Authority
ONGOING MANAGEMENT & REVIEW SERVICE
Once you have established your goals it is vital to ensure these remain on track while benefiting from ongoing financial advice.
TRUST & ESTATE PLANNING*
Ensuring your wishes are expressed and your family and assets are protected.
*Trust and Estate planning are not regulated by the Financial Conduct Authority
WILLS & LASTING POWER OF ATTORNEY*
Under Clarity Will Writers we can assist in creating a new Will for you or review an existing Will to ensure your estate passes to your chosen beneficiaries. We can also assist in setting up Lasting Power of Attorneys (LPA). A LPA is a legal document that lets you appoint attorneys to help you make decisions or to make decisions on your behalf.
*Wills and Lasting Power of Attorney are not regulated by the Financial Conduct Authority
