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Newsletter

Summer 2018 Bulletin

Please click here to access our Summer Bulletin.

The highlights of this Bulletin include:

  • Pros and cons of joint finances 
  • Rule changes on VCTs and EISs  
  • Reduced protection for mortgage payments 
  • The FSCS safety net 
  • The range of Individual Savings Accounts (ISAs)
  • UK dividends yields
  • Interest rates 
  • Tax thresholds and inflation 
  • Pension scams and cold calling

We hope you find it useful and interesting.

If you have any questions about the contents of this bulletin or how any aspects of your tax and financial planning may be affected by recent changes, please get in touch with us to discuss them.

The information regarding taxation is based on our understanding of law, HM Revenue & Customs practice and current legislation, which may be altered and depends on the individual financial circumstances of the investor. The value of investments may fall as well as rise.

Testimonials

I would like to thank you and all of your colleagues for all of the help you have given me in sorting out my pension. As you are aware I was recommended to your company by a pension specialist who was aware of the professionalism that was given to other customers he had sent. I have to say he was correct and now I would recommend your company without any hesitation.

Once again many thanks and look forward to future and informative meetings.

Terry Reynolds
Author

My experience of Highwood is that they are run by people who put the interests of their clients first and are prepared to invest their own money into the same schemes that they are recommending to their clients. Honesty and integrity is the foremost asset that any financial advisor should have and Highwood are willing to dissuade a client from an investment if it is not in the clients best interests. If you want a personalised service, second to none, look no further than Highwood Financial Services.

Mr Peter Ferstendik