Family matters
“You leave home to seek your fortune and, when you get it, you go home and share it with your family."
Anita Baker – Musician
b. 1958
Building wealth feels like magic.
Making the most of it is the big trick.
It’s never too soon to plan for your future – creating your wealth is just the beginning. Securing it for you and your loved ones is where the real magic happens.
Maximising the value you keep in the family needs a careful strategy.
The idea of having to pay inheritance tax (IHT) is unpopular to say the least. Working with an adviser you can put in place everything you need to bring peace of mind that things are in place to ensure as much of your hard-earned wealth goes to loved ones, rather than to HM Revenue & Customs.
Secure the family future in an ever-changing landscape
For example, it’s impossible to predict what kind of care might be needed in your later years. But it’s a certainty that we will all need it in some form. The topic of long-term care is not one commonly discussed among families, however, it’s important to have your finances in order to take the uncertainty out of the situation for you and your family.
ATOS members. Discover out how we can help you.
Book a consultation today.
Give us a call today on 01432 343322 and ask to speak with one of our advisers,
or email discover@abacusadvisers.co.uk
The Tavistock Group manages the personal wealth of tens of thousands of customers and over £1Billion of investments, providing them with financial advice and access to investment products and services.
Post-Pandemic Finances
UK households have built up over a staggering £117 billion of savings after being cooped up at home since the start of the pandemic.
Pensions and Divorce
Overlooking pensions when dividing assets could result in financial hardship in retirement.
Don’t underestimate the importance of estate planning – and making a Will.
The idea of having to pay inheritance tax (IHT) is unpopular to say the least. This tax is charged on an estate, which is the property, money and possessions left behind to loved ones who will pay 40% anything above the threshold.
INVESTING FOR GOOD – THE LOW DOWN
Investors are increasingly choosing to put their money into companies that seek to make the world a better place. Â
ONLINE PENSION SCAMS ARE ON THE RISE.
More than two thirds of savers believe that they would be able to spot a pension scam if they saw one.
Starting your own business: mistakes to avoid
Starting the journey as a business owner can be an exciting and rewarding experience, however, it is important to avoid money management mistakes and learn how to take calculated risks that will benefit your company. With a sizable number of new businesses failing within their first year, it’s important to learn from past entrepreneurs’ mistakes to avoid them yourself in the future.
HAVE I SAVED ENOUGH FORÂ MY RETIREMENT?
Retirement can be a daunting thought. It can cause the best of us additional stress and anxiety as the big day gets ever closer, always wondering if our pension pot will prove to be enough. The amount needed to fulfil your dreams will largely depend on the lifestyle and post retirement plans you have in mind.
The mystery of the missing pensions
It’s been widely reported that millions of people have lost track of their workplace pensions as people change jobs and move house so often.
Contact Us
Chris Partington and Paul Shackleton are the lead advisers to ATOS Support, and working with Abacus colleagues, can coordinate wealth management services across the UK for its members.
With over xx years experience in the fund management industry, more information and credentials should go here.
To contact Chris or Paul and the team for an initial consultation, please complete the form or please call them directly.
Please also indicate which services you are particularly interested in:
01432 343322
Head Office - Hereford
07890 123456
Paul Shackleton - Direct
07890 543210
Chris Partington - Office
Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.
Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.
Registered in England Registered OÂffice: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE. Company Number 04961992.
Will Writing, Lasting Power of Attorneys and some aspects of Tax Planning are not regulated by the Financial Conduct Authority.
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