Financial Planning
Base52 can provide access to FSA regulated independent financial advisors who can advise on financial planning services, which include:
Pensions
Pensions can be viewed as investment plans with tax relief which also have restrictions on how capital accumulated at retirement can be used. There are many forms of pension including occupational schemes, AVCs, personal pensions, stakeholder pensions, SIPP, SSAS and annuities.
Investments
Personal financial planning and investment management services. Tailored investment portfolios
Protection Plans
Including life insurance, permanent health insurance, critical illness, private medical insurance
Inheritance Tax Planning
Few of us like to think about dying but it is sensible to make adequate provision for family and friends who survive us. The earlier you make arrangements, the greater the chance you have of taking full advantage of tax planning opportunities and thereby maximising the amount which goes to your beneficiaries.
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