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

After I sold my business I decided to take a serious look at my Pension Fund that I’d built up over many years and to appoint new financial advisors. Upon the recommendation of David Grunberg of Grunberg & Co, I approached Michael Gould and Highwood. It was important to me to be working with someone that I liked and felt I could get on well with, and Michael ticked those boxes. He appeared to be a man of honesty and integrity and he explained things in an easy to understand and relaxed fashion, and without any complicated technical financial jargon. He still does. I was looking for someone to take over my hard earned pension fund, look after it and invest it well, in order that it would in turn look after me going forward. I also wanted to sleep well at night, knowing it was in safe hands. So, 5 years on and I still sleep well at night, very well in fact. Michael and his team have looked after me extremely well, I’m now drawing down on my pension fund and am pleased to say that, even in this unsettled market, my fund is growing by at least, if not more than I’m taking out, and my capital is still intact.

Peter Nye

John Helfgott is the consummate professional in delivering results. With excellent financial expertise and customer insight he ensures that the client gets the quality of service and product offering that the competitive market place requires. I highly recommend him.

Warren Hampton
General Manager, Networks Division at Samsung Electronics