Key Services
Our key services include;
- Tax Efficient investment recommendations
- Pension Planning for individuals and companies
- Investment Portfolio Planning and Review
- Post-retirement pensions incl. Phased Retirement and Annuity Deferral
- Self-Invested Pensions incl. share and property purchase using pension funds
- Pension Transfers
- Inheritance Tax and Succession Planning
- Risk management incl. life cover, critical illness and income protection
- Financial Planning Using Trusts
Click here to see our new Employee Benefits site
Testimonial
When Andy met the directors of a profitable software company, they had
neglected their pensions because they had concentrated on growing their
business.
They also didn’t trust insurance companies to invest
their money. Andy was able to show them how they could use their pension
funds to purchase a commercial property and now their company rents these
premises from the pension scheme.
“Andy showed us that it was relatively
simple to combine investing in the company with pensions. I am confident
that our property investment will increase in value in addition to the
rental income.” said the Managing Director.
15 Dormer Place
Leamington Spa
Warwickshire
CV32 5AA
Tel: 01926 452 440
Fax: 01926 432 008
Email: office@aspectfc.com
