Pension Transfer Gold Standard

Spring 2019 Bulletin

Please click here to access our Spring Bulletin.

The highlights of this Bulletin include:

  • The rewards of regular saving
  • Planning for the 100-year life
  • The child benefit tax trap
  • Ringing the changes of the new tax year
  • Self-employed pensions boost
  • Just in case - protecting against income cuts
  • Know your investment mind
  • Landlords losing interest from April

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

We have been recommending our clients to Highwood for over ten years. Michael Gould and his team have continually exceeded their expectations. Highwood is our preferred recommendation for all our clients’ financial services needs.

Howard Rissen
Partner, Business Orchard

Highwood Financial Services have been instrumental in helping us to get our financial house in order and giving us confidence in our plans for the future. We have a small business, and two young children, but we knew that we had gaps in our arrangements. Financial planning requires a high degree of trust, and we instantly had a rapport with Michael Gould that meant we had no hesitation talking with him about our journey so far and hopes for the future. In conjunction with a detailed assessment of our appetite for risk, he conducted a wide-ranging financial review of our existing insurance, historic pension and ongoing savings arrangements, and gave clearly reasoned advice on how to better structure them. We discussed his recommendations in great detail and followed all of his advice. With good life insurance and critical illness cover now in place, with new consolidated pension arrangements, we have confidence in the cover and plans that have put in place for ourselves and our family.

Ben Cons
The French Bedroom Company