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.
Pension Drawdown Explained
If you need regular income throughout your retirement, pension drawdown could provide this by using your own pension pot. Is this the answer for your retirement needs?
Changing priorities for pensions
Over the years there have been many recommendations on the best route to take for your pension with a common perception that everyone should start young, to benefit from compound interest. The Institute for Fiscal Studies (IFS) may have changed this thought process. In a recent survey the IFS has called the government to nudge people to save more into pensions once their children have left home.
Life Insurance
Life Insurance is a policy that pays out a benefit (usually a lump sum) on the death of the life assured.
Investing for all
With just a couple of weeks to go until the tax year ends, many investors will be finalising their plans to use up their 2020/21 allowances, including the annual £20,000 ISA allowance.
COVID and The Saving Habit
For the most part of a year now, we have been on “lockdown”; staying at home in a bid to help reduce the spread of coronavirus and to protect the vital NHS.
Vital Family Support Comes from Over 50’s
Over the past ten years, the Bank of Mum and Dad has become a regular lender for young people around the UK.* For first time house buyers, it has become common to receive a loan from parents to establish a foot on the property ladder, with research this year showing nearly one in four home purchases are backed by “the Bank of Mum and Dad”.
Getting Back To Pensions
Over the past year, the world has been on hold with coronavirus having a huge impact in all aspect of financial life. Perhaps naturally, so have your future plans. Undoubtedly, this has brought concerns for those with pensions saved in volatile markets.
ISAs
It seems fair to suggest that everyone would like to put aside a bit of extra money when they can, and an ISA could be a smart way to do so. With the extra positive that they come with tax free interest, ISAs can be an efficient way of making your money work for you.
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 Office: 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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