Pension Transfer Gold Standard

Autumn 2018 Bulletin

Please click here to access our Autumn Bulletin.

The highlights of this Bulletin include:

  • Forward planning for the Budget
  • Caught by the pension tax trap?
  • Illuminating fund fees
  • NS&I limits investments
  • Financing a child's future
  • Auto enrolment six years on
  • The ins and outs of market indices
  • Thinking of making lifetime gifts?
  • In the top 10%?

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’ve worked with Highwood since we started our company over 12 years ago. Highwood now not only works with my business partner and me, but also a large number of the 80 people that work here at Grand Union. In addition to always getting strong financial advice from the Highwood team, I rely on Michael Gould for crucial guidance and support in relation to my family and professional finances. His expertise, understanding and, above all, candour has proved invaluable throughout this time.

Matt Nicholls
Chief Executive, Grand Union Limited

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