Pension Planning
Planning for your pension doesn’t have to be daunting, complicated or stressful. If anything, it should be exciting. We love pensions because they allow people the opportunity to live the lifestyle they want.
At Saulsbury Independent, we simplify complex processes by narrowing down all of the options that are most relevant to you. From your first meeting with us, you’ll receive expert advice that’s tailored to your needs to protect your future.
Inheritance Tax Planning
Inheritance tax is a type of tax that you have to pay once you have passed away. It’s a complex area of law that’s constantly changing. Failing to plan for your inheritance leaves you and your family exposed to a larger IHT bill. To secure your family’s future finances, you need to plan for the future.
We offer you a bespoke strategy that minimises your tax liabilities whilst taking important considerations into account, including your investments, income levels or pensions. From your first meeting with us, our objective is to simplify the journey and ensure what’s rightfully yours stays in the family.
Savings & Investments
Being able to save and invest intelligently will play a crucial role in securing your financial future. But with so many investment and saving opportunities available, it’s difficult to identify what strategy is the most effective.
We provide you with a tailored approach that prioritises your needs. We’ll ask you about your goals, aspirations and values too to create a strategy that suits you. For example, we offer ethical investing opportunities, which means you can invest your money knowing that it’s also having a positive impact on society, the environment and future generations.
Please note: The value of investments can fall and rise. You may not get back what you invested. Tax treatment depends on the individual circumstances of each client and may be subject to change in future.
Protection
Have you ever contemplated what would happen if you were to fall seriously ill, or, god forbid, something even worse? Nobody can predict the future, which is why it’s important to prepare a plan that will provide your family with an important safety net, regardless of the severity of the situation.
Protection planning can alleviate stress and safeguard the future for you and your family. From critical insurance cover to life insurance through to debt insurance, we’ll use our expertise to inform you of all the important strategies that can mitigate the impact of such traumas.
Get in touch
We’re always on hand to help
