Retirement plan needed for all business owners

A survey conducted by Aldermore Bank showed that almost three-quarters of business owners expect to be working past the age of sixty-five. This, however, is not out of choice. Two-thirds said that they would have preferred to have been enjoying their retirement by then. The key reason given is that they are looking to enjoy [...]

2020-01-30T16:33:36+00:00 February 13th, 2020|News|

What retirement plan. Why do I need one?

We have seen many exciting advances in medical science over recent years to improve life expectancy. It is now estimated that over two-thirds of the United Kingdom population, are now aged over fifty. That’s over 21 million people. Also, for the first time in history, two-thirds of this number are now aged over sixty. That’s [...]

2019-12-11T09:46:02+00:00 December 9th, 2019|News|

Lifetime Allowance. Could you be subject to the tax charge?

By Andy Pardoe, Compliance Officer at Anstee & Co.  The lifetime allowance is the overall limit of pension funds a member can build up during their lifetime before a tax charge applies. If you should go over this limit, you will pay a tax charge on the excess whenever you take income, withdraw a lump [...]

2019-09-26T10:43:09+01:00 September 23rd, 2019|News|

Trouble Downsizing? How we can help you.

By John Cossons, Equity Release Adviser. I have recently helped several clients who have interest-only mortgages. They planned to repay their existing mortgage by downsizing. This means selling their existing property and buying something less expensive, to clear the mortgage. However, in the current property market, they have had problems selling the property in time [...]

2019-09-26T10:40:42+01:00 August 27th, 2019|News|

It’s official. Best Equity Release Adviser of the Year.

We have received Retirement Planners "Best Equity Release Adviser of the Year" award. Congratulations to our equity release advisers John Cossons and Darren Amos whom both submitted entries to this years, Retirement Planner Awards. Their applications helped Anstee & Co. to win the coveted award of “Best Equity Release Adviser of the Year” for 2019. [...]

2019-06-20T15:39:27+01:00 June 20th, 2019|News|

Success forces relocation of our Stamford Office.

Welcome to your  new Stamford  Office Due to the ongoing success of the Stamford Office, we are moving to new premises within the town. We are have outgrown The Grey House Office on Broad Street and will now be operating from Orion House, Barn Hill still in the town centre. The office phone number remains unchanged. [...]

2018-11-15T15:47:35+00:00 November 26th, 2018|News|

Congratulations to Sam.

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 [...]

2018-08-03T14:57:26+01:00 August 3rd, 2018|News|

Time for Financial Advisers and the Legal Profession to ‘Assemble’

By Carl Stephenson, Chartered Financial Planner based in Stamford, Lincolnshire. For anyone with children, or maybe the inner child in you, I am sure you know that the key premise of the Marvel ‘Avengers Assemble’ movie being the bringing together of a team of superheroes, each with a unique set of skills and expertise. The [...]

2018-02-21T15:50:14+00:00 February 13th, 2018|News|

The New State Pension. How much will you receive?

By Rachel Efetha, Chartered Financial Adviser. You’ll be able to claim the new State Pension if you’re a man born on or after 6 April 1951 or a woman born on or after 6 April 1953. If you were born earlier than that, you’ll get your pension under the old rules. To qualify, you need to [...]

2018-02-21T15:50:23+00:00 December 18th, 2017|News|

Venture Capital Trusts and Enterprise Investment Schemes

Should they be included in your retirement portfolio? As retirement planning becomes increasingly more complicated, holding Venture Capital Trusts (VCT's) or  Enterprise Investment Schemes (EIS's) in your portfolio may prove beneficial. Venture Capital Trusts. VCTs are companies that are listed on the London Stock Exchange. They are run by a fund manager and aim to [...]

2018-08-21T16:07:56+01:00 December 5th, 2017|News|