Investing & managing money
“One of the great responsibilities that I have is to manage my assets wisely, so that they create value.”
Alice Walton – Businesswoman & Walmart Heiress
b. 1947
Establish your appetite before risking it.
There is no one-size-fits-all when it comes to investing.
Everyone’s reasoning behind an investment is different and will affect the way they invest.
If you want to start investing, there’s no time like the present.
An adviser can help construct or review an investment portfolio in the most tax-efficient manner that will fit in with your attitude to risk and goals.
Why not contact an adviser to discuss options that are bespoke to you.
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.
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.
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.
HAVE I SAVED ENOUGH FOR 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.
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.
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.
Your home may be repossessed if you do not keep up repayments on a mortgage.
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