Getting remarried in later life can impact your financial plans. By contrast, younger people are now less likely to marry, while marriage rates for men over the age of 60 and women over the age of 50 are increasing. These figures show that people are also choosing to cohabit either as a forerunner to [...]
Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. Below are this years Christmas and New Year opening times. December 2019. Monday 23rd: Open. Tuesday 24th: 9 am -12 noon. Wednesday 25th: Closed. Thursday 26th: Closed. Friday 27th: Closed. Saturday 28th: Closed. Sunday 29th: Closed. Monday 30th: [...]
Barnes Gladman, Financial Designer Support at Anstee & Co. with his Dad in Madrid. Getting ready for tomorrows Champions League Final between Tottenham and Liverpool. We will let you guess who they are supporting.
By Rachel Efetha, Chartered Financial Planner. At the end of November, four members of the team attended the National Financial Planning Symposium in North Greenwich. Symposium /sɪmˈpəʊzɪəm/ Noun A conference or meeting to discuss a particular subject A drinking party or convivial discussion, especially as held in ancient Greece after a banquet (and notable as [...]
Congratulations to Sam Williams on passing another of his professional exams. The Chartered Insurance Institute (CII) Pension exam (RO4). Sam has one more exam to pass before completing “The Diploma in Regulated Financial Planning. Caroline Anstee, Managing Director of Anstee & Co said- "This is a great achievement. Sam has worked hard in completing and [...]
Training for you and your staff. A Dementia Friend is someone who learns a little about what it is like to live with dementia and then turns that understanding into action, for instance, signing up to the Alzheimer’s Society’s campaigns to improve the lives of people with dementia or being more patient when out in [...]
Anstee & Co managing director Caroline Anstee on how financial education can solve the industry’s problems By Amanda Newman Smith 29th September 2017 12:29 pm from Money Marketing. Anstee & Co managing director Caroline Anstee Entering one crossword answer can often help you with those that are linked to it. You may not be able [...]
The best place for independent financial pension advice is from our advisers, but here are the key areas for consideration: Make full use of your annual tax-free pension allowance of normally £40,000. Use any unused annual pension allowances available to carry forward from previous tax years. Make sure you’re getting tax relief at the appropriate [...]
