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Financial Planning

NEVER HAS THERE BEEN a greater need for the shrewd, objective, independent advice Buzzacott Financial Planning provide.

With financial security the goal, we ask people what they want to achieve, when, and with how much risk – then create a bespoke plan which can build an investment portfolio or a pension pot, provide for inheritance tax or life abroad.

We help businesses with their staff strategies. Whether by saving tax, cutting costs or managing overheads, we can improve competitiveness with comprehensive benefit packages: a pension, life, medical and income protection assurance for staff, and for management and stakeholders, key man and shareholder protection insurance.

News

Capital Gains Tax Changes
The Coalition Agreement released yesterday includes an aim of reaching agreement to increase capital gains tax payable on 'non-business capital gains'

Food for thought: 2010-11 Tax Planning
The issues raised in this note may or may not survive the election - but this draft briefing may point you in the right direction for action this year

Pensions tax relief - 2009/10 and 2010/11
There are limits on the amount which will score for tax relief - so why would you invest?

CNN discusses the merits of FinaMetrica's Risk Tolerance test
CNN discusses the merits of FinaMetrica's Risk Tolerance test as used by Buzzacott Financial Planning

Considerations for Personal Clients
In the run up to the next Budget and a General Election, what ought our personal clients to be considering?