As a Financial Planning Administrator, I support advisers and clients with efficient, accurate and compliant financial planning services.
Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
With significant changes to inheritance tax on the horizon, anyone with commercial property invested in SSASs (Small Self-Administered Schemes) or SIPPs (Self-Invested Pension Plans)...
As the year gathers momentum, there is a growing sense at Henry Dannell Private Clients Limited that the mortgage market has entered a more...
Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land, property and business assets,...
If you want to diversify your investments and improve tax efficiency, you may wish to consider Enterprise Investment Schemes (EIS) or Venture Capital Trusts...
With significant changes to inheritance tax on the horizon, anyone with commercial property invested in SSASs (Small Self-Administered Schemes) or SIPPs (Self-Invested Pension Plans)...
Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right guidance. That’s where an...
Following the 2024 Budget, we’ve been speaking with many clients who hold commercial property in a Self-Invested Personal Pension (SIPP). The question we’re hearing...
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if...
Compensation payments for medical negligence claims can often be one of the most significant sums of money that people handle. It isn’t a lottery...
When you build up a money purchase pension, you’re not just planning for your own retirement, you’re also creating a fund that could help...
What happens if I can’t work because of illness? Many people assume it won’t happen to them. But the reality is different. According to...
In my last article, I explained why protecting yourself – your biggest financial asset, is the foundation of a strong financial plan. Income protection,...
