Welcome
“In this world, nothing can be said to be certain except Death and Taxes” - Benjamin Franklin, 1789
Well that might be true, but how financially ‘safe’ you are on the journey is a very different matter.
It’s not even about the money. It is more about what is important to you and how your finances work to help you get to do the things you want, and to keep what you have - whatever happens.
We can help you understand where you are, what options you have, and then decide what might be the best way forward for you, right now. No doubt, over time, there will be changes so you can look forward to ongoing advice over the years ahead, should you need.
Please feel free to use all the resources offered and call if you would like a chat.
For clarity, Jon’s particular interests surround investment planning and retirement planning which can involve more complex tax planning strategies, often with Inheritance Tax advantages. On that note it is worth considering another famous quote.