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| Pensions: - New pension legislation 'A Day' April 2006 |
Whether you are thinking about starting to save for a pension or wish us to assess the plans you already have we will be pleased to help you. We can also advise you of the options available to you if you are planning to take your retirement benefits.
With the introduction of new pensions legislation you need expert advice from a trustworthy source to help you plan for the future.
As with our mortgages and lending services our pensions advice is completely independent and we tailor our proposed solutions to meet your personal needs, both current, for the future and your retirement years.
• We have access to a wide variety of products available in the UK market for individuals and companies
• We have a wealth of experience in the pensions services sector and our online systems deliver instant and up to date information on pension solutions, pensions law and tax implications.
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Our access to current information and products enables us to provide the best advice and solution to your needs and circumstances
As part of our service we provide written reports analysing your existing pension and comparing your projected retirement benefits against other pension providers. New pensions legislation introduced on 6th April 2006 provides exciting opportunities for individuals to enjoy a much greater diversity of investments to provide for their future.
If you would like to speak to one of our advisers regarding any aspect of pension planning please call and ask for either David Wing or Andrew Burdge. |
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| Insurance: - Are you protected? |
Whether you are single or part of a family it is advisable to ensure that you are protected should you become ill, are unable to work or indeed in the worst case to die before old age.
We can help provide you with protection in all the following areas.
Insurance is essential for your security in many circumstances, we can help provide for you and your family
• Life Assurance
• Critical Illness
• Mortgage-related Life Assurance
• Permanent Income Replacement
• Private Medical Insurance
• Buildings
• Contents
• Accident, Sickness & Unemployment
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Please feel free to call and speak to our adviser Philip Utting on any of the above areas.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. |
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| Inheritance Tax : - "Inheritance tax is, broadly speaking,...." |
".... a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue" - Lord Jenkins
When you die your estate will have to pay inheritance tax on assets over the nil-rate- band, currently £600,000 for married couples and civil partnerships, remaining at £300,000 per individual, with no effect on couple's who have already taken the appropriate action to protect their dual allowance by other means, for tax year 2007/2008 at the rate of 40% unless you do something about it.
If you are a homeowner, you may well have a problem.
We advise on a variety of means of mitigating inheritance tax, including the use of trusts wills and allowances.
Contact Andrew Burdge for a confidential chat to see if we can help reduce your inheritance tax liability. |
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The Financial Services Authority does not regulate taxation advice.
AIMS Financial Ltd, Stourside Place, 35-41 Station Road, Ashford, Kent. TN23 1PP
Tel.No. 01233 638 300 Fax: 01233 638 301
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