Pension Transfer Gold Standard

Spring 2018 Bulletin

Please click here to access our Spring Bulletin.

The highlights of this Bulletin include:

  • New focus on Inheritance Tax
  • Buy-to-Let Tax Reliefs
  • Lifetime allowance increases
  • Lasting power of attorney
  • The new tax year begins
  • Turbulent stock markets
  • State pension age going up
  • Relevant life policies explained
  • Rising auto-enrolment contributions.

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

Very simply, I cannot speak highly enough of Michael Gould and all that I have had the pleasure of dealing with at Highwood.  Knowledgeable.  Affable.  Personable.  Nothing is too much trouble and no question (however silly it may seem to you) too trivial for a quick and accurate answer.  

Most importantly, Michael ensures that he understands EXACTLY what you are trying to achieve long before you put anything into place.  

An excellent team, from top to bottom, that operate at the pinnacle of their field. 5 stars *****

Jason Robins

My accountant recommended that I should take advice from a different independent financial advisor four years ago, as my investments were scattered and not especially tax efficient.  They recommended I meet Highwood.

I met Michael Gould of Highwood at my accountants office in 2013 and quickly realised that I should appoint them.  I gave them details of all my assets and they took approximately a month to prepare a thorough written investment report which we followed up with a further meeting. On their advice I gradually changed various holdings including organising my SIPP and setting up Educational trusts for my grandchildren etc.

I have been very impressed after three years with the performance of my portfolio and especially the efficient quiet way that they have responded to my requests. I now have an annual meeting with Highwood to receive a written report and in the Interim they deal with my requests quickly and efficiently in correspondence and by phone. All the team at Highwood appear to be very professional and I have no hesitation in recommending them

David Cons FRICS