Are you running a small business as a Limited Company?
Relevant Life Plans aim to provide a tax efficient benefit for employees and Directors of small firms.
The premiums are paid by the Company but are not counted as a P11D benefit so employees and Directors of small companies can be provided with valuable life cover without a tax disadvantage.
To find out more, please call us on 01635 551926.
Here are some reasons for using these investments:-
As with all investments, there are advantages and disadvantages, but with our expert help and guidance, these investments could be a very good addition to your portfolio.
So if you are looking for a team that are friendly and professional get in touch today on 01635 551926 to find out more or to book your free consultation.
We would like to say that 'Until 2004 we managed our own investments but then saw in a daily newspaper that Dawn was 2nd in a competition for the UK's best female financial advisor. She was based near us and we went for an initial meeting where we found her very straightforward and informative. She has invested since in areas far beyond our limited expertise and has increased our portfolio and managed it to our entire satisfaction. We are worry free, trust her implicitly and it was the best financial decision we ever made. We are able to keep in good contact with her and we look on her as a friend as much as an advisor. We would feel genuinely lost without her.
Dawn started looking after my pension around 1990. A target was set for each year and I was supplied with an annual detailed review showing progress. She has always made herself available either on the phone, in person, or by email if there were any queries or just to chat about the overall state of play. I followed Dawn’s instructions over the years with the result that by 2012 pension funds had grown to target and I was able to take the pension earlier than predicted and it allowed me to work part-time. I value Dawn’s advice and she continues to steer my savings. Without her I feel I would not have had such a good result.
Thanks to Dawn Slater's invaluable, dedicated and totally reliable advice over several years I can quite simply say that I am more than happy to continue relying upon Dawn Slater Wealth Management to advise and invest for me.