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Clients Testimonials give us 4.8 out of 5 – Thank you

By |2020-04-16T10:39:45+01:00Thursday, April 16, 2020|Categories: Best Stock market advice, corona virus and finances, Covid 19, Divorce assets, divorcing women with pensions, economic growth, entertainment, estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, financial review, financial trusts, fraud, House Buying, Inflation, Inheritance Tax, investment management, news, pension, pension allowances, Safe Money, solicitors, stag markets, state pension, Tax Efficient Investments, travel, Trust planning, Vouched For, Work and Pensions|Tags: , , , , , , , , , , , , , , , |

A BIG Thank you to some of our recent Clients for adding their reviews! Book an Free 60 minute consultation Book Here

Stay Safe & Use Electronic Meetings

By |2020-04-15T09:50:19+01:00Wednesday, April 15, 2020|Categories: bear markets, Best Stock market advice, corona virus and finances, Covid 19, Divorce assets, divorcing women with pensions, economic growth, Estate Agents, Family Inheritance, Financial Planning, Financial Protection for your family, financial review, Inflation, Inheritance Tax, investment management, pension allowances, pension splits in divorce, Planning for a fruitful retirement, Safe Money, solicitors, stag markets, state pension, Tax Efficient Investments, Trust planning, Vouched For, Work and Pensions|Tags: , , , , , , , , , , , , |

Electronic meetings will be continued once we are back at the office to continue this journey with you and our clients. We [...]

Mark Beresford- Top Rating – 2019 IFA’s – Daily Telepgraph

By |2019-08-06T11:42:24+01:00Tuesday, August 6, 2019|Categories: Best Stock market advice, Divorce assets, economic growth, estate planning, Family Inheritance, Financial Protection for your family, Inheritance Tax, news, pension, pension allowances, pension splits in divorce, Planning for a fruitful retirement, Property management, Safe Money, solicitors, state pension, Tax Efficient Investments, Trust planning, Vouched For, Work and Pensions|Tags: , , , , , , , , , , , , , , , , , , , |

Mark has  achieved a TOP RATING in the " Vouched For " AS NOTED in the Daily Telegraph and THE TIMES ! [...]

Certificate of Excellence from “Vouched for”

By |2019-07-09T12:23:05+01:00Tuesday, July 9, 2019|Categories: Business Profits, CBRE, commercial property, Divorce assets, economic growth, entertainment, Estate Agents, estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inflation, Inheritance Tax, ISA, Mortgage later in life, pension allowances, pension splits in divorce, politics, Property management, Safe Money, solicitors, state pension, Tax Efficient Investments, Trust planning, Uncategorized, wills, Work and Pensions|Tags: , , , , , , , , , , , , , , , , , |

We now have a Certificate of Excellence in the Vouched For profile. Mark says about himself "I have more than 26 years [...]

Jeremy Corbyn’s Vicious reform on our children’s Inheritance Tax !

By |2019-06-25T10:43:14+01:00Tuesday, June 25, 2019|Categories: Brexit, estate planning, Family Inheritance, Finance, Financial Planning, Inheritance Tax, pension splits in divorce, Planning for a fruitful retirement, Safe Money, solicitors, Tax Efficient Investments, Trust planning|Tags: , , , , , , , , |

Jeremy Corbyn is planning to tax parents’ gifts to children in a vicious reform! In an article by Claire Anderson, she writes: [...]

No Inheritance Tax plan?

By |2019-06-20T09:59:56+01:00Tuesday, June 18, 2019|Categories: Family Inheritance, Inheritance Tax, Safe Money, solicitors, Tax Efficient Investments, Trust planning, wills|Tags: , , , , , , , , |

DONT Let IHT ruin your surviving family money,  no inheritance tax plan? We recently read an interesting article on "Inheritance Tax" by [...]

Women increasingly risk becoming “pension poor” on divorce!

By |2019-04-18T11:17:31+01:00Wednesday, April 17, 2019|Categories: Divorce assets, divorcing women with pensions, estate planning, Family Inheritance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Mortgage later in life, pension, pension splits in divorce, Planning for a fruitful retirement, solicitors, Trust planning, wills, Work and Pensions|Tags: , , , , , , , , , , |

Divorcing women risk losing out and becoming pension poor on splitting the pension fund into two separate pensions. Arrange the pension when [...]

The Property Market Continues to Slide….down

By |2019-04-03T09:48:57+01:00Thursday, November 1, 2018|Categories: estate planning, Family Inheritance, House Buying, Property management, Property Values, Real Estate, Safe Money, solicitors|Tags: , , , , |

PROPERTY DEMAND CONTINUES TO SLIP LOWER The latest Royal Institution of Chartered Surveyors’ (RICS) ‘UK Residential Market Survey’, concludes that demand for [...]

What is a “Trust” ?

By |2019-04-03T09:54:39+01:00Tuesday, July 24, 2018|Categories: estate planning, Family Inheritance, Finance, Financial Planning, Inheritance Tax, Safe Money, solicitors, Tax Efficient Investments, Trust planning, wills|Tags: , , , , |

A Trust is like giving your money to “mum” to look after until the summer holidays and is not just something used [...]