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"Our personal, comprehensive service towers above the rest" | |||
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Consultant: Ian Fendley - Independant Financial Advisor (IFA)
Profile:
Ian became a financial adviser in 1985, he went on to open his first branch of advisers in 1987. He was head hunted in 1989 to work for one of the UK’s leading life, pensions and investment companies. His career went from strength to strength and in 1993 was chosen to work for one of Europe’s most respected companies in this field managing the Bournemouth branch with over 45 consultants.
Ian went on to found Corporate Solutions in 1998 specialising in Investments and Mortgages. This successful organisation has 10 advisers with over 100 years combined experience.
As a client of Corporate Solutions you can expect honest, confidential, no obligation advice. So if you have a question or require advice on Tax Planning, IHT, Probate, Pensions, Savings, Life cover, Corporate Solutions will have a specialist that can help.
Pensions
Pensions have had bad press in the past, but times are changing now and there are many ways to invest your hard earned cash and make it work for you. If you are a higher rate tax payer, pensions can be the most tax-efficient way of investing, as well as providing some immediate tax benefits.
Example: A higher rate taxpayer makes an £8,000 personal pension contribution. This automatically gets increased to £10,000 by basic rate tax relief being added by the pension provider. Furthermore, by putting this contribution on their tax return, the higher rate taxpayer will reduce their tax bill by a further £2,000 - or receive a £2,000 refund in the form of a cheque. The total £10,000 investment has only cost them £6,000, with £4,000 of tax being claimed back. It will also grow free of income tax & capital gains tax. Where else could you get that kind of return on your initial investment?
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Recession: FREE Clinics
We are holding regular Clinics for businesses struggling to stay alive during the downturn. details |
| Inheritance Tax When you die the value of everything you own less anything you owe (your estate) is calculated. 40% Inheritance Tax is then payable on any amount in excess of £325,000.00 (2009/2010). It may also be payable on assets such as property, possessions, money and investments that you have given away during your lifetime. Even in these recessionary times, the value of your home frequently makes your estate liable for Inheritance Tax. We have considerable experience in the design and implementation of Inheritance tax mitigation schemes for our clients. With our expert advice you will be able to minimise this tax and increase the value of the estate you can pass to you chosen beneficiaries. |
Wealth Management With the climate as it is at present, you will be given many different ideas on how to ensure that your money earns the most it can from what investments you decided to opt for. Ian is very experienced and has a tailor made service to suit you the individual. Please do call him to discuss your requirements and he will do his upmost to give you the best advice and widest choice that the market place has to offer. There are many options open to you and we would be delighted to discuss this with you further. Please do not hesitate to contact our independent advisor Ian Fendley: Tel: 020 8208 2488 |
Neil O'Sullivan
& Associates
Neil O'Sullivan
& Associates
31 The Broadway
Cricklewood
London
NW2 3JX
tel: 020 8208 2488
Content © 2009 Neil O'Sullivan All photos ©2009 J.Beggs WEB:JB
Leyland House
Undershore Road
Lymington
Hampshire SO41 5QA
tel: 020 8208 2488
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