Reduce your inheritance tax

Reduce your inheritance tax

A number of investment are free of inheritance tax on death

Not sure where to go

Not sure where to go

Get some perspective on your plans

Ask for some directions on the road

Ask for some directions on the road

We can help give some direction to your investment plans

Work place Pensions are changing.

Work place Pensions are changing.

All contributions have increased from April 2019 for both employees and employers.

New NISA

New NISA

New ISA'S (NISA) have a limit of £20,000 per person and be more flexible, ask for more details

Retirement options have changed

Retirement options have changed

Flexible retirement needs good advice to ensure that you do not pay excessive tax or your pension pot runs out early.

Retirement.

Retirement.

Providing a good income in your Retirement.

Mortgages.

Mortgages.

Full advice and recommendations on all types of Mortgages.

Investing for the future

Investing for the future

Talk to us about helping your investment grow.

Independent advice.

Independent advice.

We provide high quality independent financial advice.

Abbot Associates Ltd provides quality independent financial advice.

We provide companies and individuals with tailor-made independent financial advice.

For many years, we have been providing advice on Pensions and Investments using our unique Active Asset Allocation Service.

Call Office open 9-5 week days

TEL : 0117 9574006
FAX : 0117 9397668

Email: info@abbotassociates.com


 

Address:-

Abbot Associates Ltd

Elleray House

Beckspool Rd

Hambrook

Bristol BS16 1QZ

Abbot Associates Ltd is Authorised and Regulated by the Financial Conduct Authority.
Abbot Associates Ltd is registered in England & Wales and the Company Registration Number is 3873772
Directors: Paul Currer, Daniel Chard.

We are entered on the Financial Services  Register No. 190792 at  www.fca.gov.uk/register/home.do

• You should be aware that your property may be repossessed if you do not keep up repayments on your mortgage or other loans secured upon it.
• Past performance is no guarantee of future returns.
• The value of investments and any income from them can fall as well as rise.
• Changes in currency rates may cause the value of certain funds to fall or rise.

The Financial Conduct  Authority does not regulate taxation advice and some aspects
            of Buy to Let Mortgages.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the financial ombudsman service to help you resolve this please see the following link for further details: -

http://financial-ombudsman.org.uk
• Our recommendations, and any references to taxation are based on our understanding of current tax legislation which may change in the future. Please note: Tax benefits are subject to change and individual circumstances.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Registered in England and Wales No. 3873772 Registered Address: Elleray House Beckspool Rd Hambrook Bristol BS16 1QZ