Retirement Planning is a complex subject which can incorporate numerous products, e.g. Pensions & Investment income, as part of a broader strategy, where the ultimate goal is to provide enough income in retirement. All our planning is done in a joined up way.
Old Bray Financial are a whole of market mortgage broker, and can provide advice on the full range of mortgage products available for house purchase and remortgaging, including high value loans, Guarantor, Buy-to-Let, Let-to-Buy, Limited Companies and Bridge Loans.
We offer four Estate Planning services: Wills, Lasting Power of Attorney, Trust Planning and Personal and Business Tax Planning; These products are commonly used with inheritance, probate, legacy planning, tax advisory, divorce, care fees.
Business Tax Planning is something that all businesses should be doing.
It is essentially legal strategic tax planning to reduce the amount of corporation tax paid and increasing the amount of profits retained.
We help higher net worth clients, i.e. those clients earning £250k p/a or more and with net assets greater than £3m, to manage their Income and Capital Gains tax liability simply and effectively. However, many of our higher net worth clients require help across multiple planning areas.
Old Bray Financial advise on a range of investments for customers looking for the potential to gain higher returns on their money over savings solutions in the medium to long term.
Contact us to discuss your financial future
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I haven’t written a blog for some time now, so I thought it was high time I did! I hope it is helpful and look out for more regular blogs on the site. As we approach Q4 of the year (I can’t believe it’s already Q4 …), I wanted to post some information on Venture […]
Contact us to discuss your financial future
