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A large number of pensioners
find that their pension and investment income is insufficient
for them to fully enjoy their retirement. However many
have a large amount of capital tied up in their house
and this has been recognised by a number of leading
mortagage providers.It is possible to obtain a cash
sum of around 30% of the value of your property with
no repayments due until either the sale of the property
or on the death. For more detailed information please
click on the heading "Equity Release".
RETIREMENT
PENSION
It is never too early,
nor indeed too late to plan for your retirement. Choosing
the correct pension scheme is an important decision
and we can provide access to expert advice on retirement
planning. The appropriate level of contribution and
the most suitable scheme to provide for yourself and
your family.
INVESTMENTS
Whether you wish to invest
in an ISA, a short or long term investment bond or a
Unit trust we can offer impartial advice. Should you
wish to buy or sell shares or gilts we have a competitive
arrangement with a leading stockbroking company and
can arrange immediate transactions.
SAVINGS
You may wish to invest
in a savings policy to mature when you will need the
money for such as school fees, that holiday of a lifetime,
to pay for a child's wedding or to purchase a holday
home. We can help and advise you on the most appropriate
savings vehicle.
INHERITANCE
TAX
An estate over £275,000
passing to anyone other than a surviving spouse or to
a charity will attract Inheritance Tax. This can result
in a huge burden for the beneficiaries, particularly
if a large part of the estate comprises of heritable
property. You can insure against this with reputable
Insurance Companies.
CONTACT
NORMAN WALLACE OUR FINANCIAL MANAGER For INDEPENDENT
FINANCIAL ADVICE AND for further information on any
financial matter.
WHY
NOT TELEPHONE, FAX OR E-MAIL US (TEL)+44(0)1292 265033,
or (FAX)+44(0)1292 284906 OR (E-MAIL) enquiries@dwshaw.co.uk
to discuss in confidence your requirements
Authorised
and regulated by the Financial Services Authority
Your
home may be repossessed if you do not keep up repayments
on your mortgage
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