Personal financial planning, including planning for retirement

telephone and spectaclesWith the much less benign pension environment we face today, planning for a financially secure retirement is absolutely essential. Further, the need to provide for spouses and children and to pass on wealth tax efficiently, has also become a major consideration. Reflecting the importance of this area to our clients, we have looked to increase our services beyond personal tax planning and have engaged the services of Countrywide Legal Services Ltd to provide legal and other services to our clients including Wills and Trusts.

Countrywide specialises in asset protection using simple but effective strategies ensuring the financial security of your home property, savings and investments. Countrywide are a Warwickshire based firm who can arrange to provide peace of mind for your future. All of their team are fully qualified and members of The Society of Trust and Estate Practitioners. Careful planning can reduce the level of taxes, particularly inheritance tax, and in the light of recent changes for pensions they have a range of pension and tax planning strategies for clients to consider.


We help our clients through every step of the process from identifying the target business, negotiating on the client's behalf, developing the offer, tax planning, through to a smooth completion.

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