The Lifetime Allowance is frozen until 2026. Exceeding the threshold could mean you pay more tax when you start taking an income…
Giving to charity may be part of your financial plan now or in the future. Donations can provide tax benefits too, reducing…
Impressed with the performance of our pensions and ISA
I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.
Jill always seems ahead of game
I have known Jill for over 15 years and she has arranged several mortgages for my wife and I. Fortunately Jill always seems ahead of game, contacting me well in advance of any decisions that have to be made allowing us enough time to reflect on the options Jill has put to us. I have done and would recommend Jill to potential clients. In addition I am happy for Jill to pass on my details if you wish to speak to me directly.
Thanks again for your time and patience
Thank you very much, Keith, and thanks again for your time and patience today. Jack and I thoroughly enjoyed our visit – and that’s not something that is said when visiting most financial institutions!