Pensions: Husband and Wife Owner Managed Businesses

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. A while ago, I visited two sets of completely unrelated new clients who are both in a very similar position. Both the husbands are tradesmen and both the wives run the office for them under a limited company. Both got in touch as their businesses [...]

2020-12-22T11:07:39+00:00December 22nd, 2020|News|

Wishing you a Merry Christmas and a prosperous New Year.

Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. Below are this years Christmas and New Years opening times.   December 2020. Thursday 24th: 9.00 am to 12.00 pm Friday 25th: Closed Saturday 26th: Closed Sunday 27th: Closed Monday 28th: Closed Tuesday 29th: 9.00 am to 3.30 [...]

2020-12-17T15:58:16+00:00December 21st, 2020|News|

Retirement. Are you ready for it? We can help.

First of all, putting a retirement plan in place is key. The saying, “We don’t plan to fail, but we fail to plan”, has never been truer. If you are in your late fifties/early sixties and starting to think about retirement, there is certainly a lot to think about! So where do you start? Let [...]

2020-12-16T16:25:43+00:00December 17th, 2020|News|

Things to do in your “New Build” house in the first year.

Congratulations, you have moved into your shiny new build home! Moving to a new house is often a stressful but an exciting time and moving into a new build is no exception. However, the real work of moving to a new house often comes in the days, weeks & months after moving in. New builds offer [...]

2020-12-22T13:46:47+00:00December 15th, 2020|News|

Adventure before dementia. Let’s do this!

Releasing money from your home has become more popular with retired people wanting to live life to the full while they are still fit and well. Figures from the Equity Release Council show that £698m of property wealth was accessed by new and returning customers, in the first three months of 2020. So, by releasing [...]

2020-12-08T15:39:20+00:00December 7th, 2020|News|