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Personal financial planning - Publications

Family wealth management - Winter 2009/10

In this issue: Year-end tax checklist :: Filling the 'tax gap' :: Offshore bonds - 50% tax rate could see a renaissance for these insurance policies :: Pre-Budget Report :: Tax amnesty update :: The '60%' income tax rate :: Reader's questions :: Flexible annuity options :: Investment outlook :: Pension benefit age increase :: 

2 MB   Subscribe now

Pre-Budget Report 2009 brochure - December 2009

Our full report on Alistair Darling's Pre-Budget Report 2009.

492 KB

Enterprise investment scheme

An EIS can offer a number of tax planning opportunities to high earners looking to invest.

179 KB

Budget 2009 brochure - 22 April 2009

This was Alistair Darling's second Budget.  Click on the link below to view our full report.

1 MB

Birmingham office brochure

Find out more about our investment management and financial planning services from our Birmingham office.

267 KB

Enabling entrepreneurs

Click below to download our entrepreneurs' brochure - for entrepreneurs, growth companies and their advisers.

8 MB