Lewys is an award-winning, fully-qualified financial planner who specialises in pensions, investments and inheritance tax planning. By putting the client first, Lewys will listen to their current challenges and aspirations before providing impartial advice to meet their financial goals. More... https://lnkd.in/e37gKjuj #swansea #financialadvice
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As the Chancellor of the Exchequer is expected to target pensions, capital gains and inheritance tax in her upcoming Autumn Statement, it's important to review your financial arrangements to ensure you're prepared for any changes. We’re here to guide you through these potential adjustments and help you make informed decisions about your wealth management.
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📈 Introducing the summer social posts from Aspire Financial Advisers! 📈 At Aspire, we provide tailored financial advice to help you achieve your goals. From family protection, pensions, mortgages to investments, we’ve got you covered. 👉 Learn more: https://zurl.co/NiOV #FinancialAdvisers #FinancialPlanning #AspireAdvisers
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Your journey to financial freedom begins here. Stay tuned for insights that demystify pensions, investments, and inheritance tax planning. 📚💡 #FinancialAwareness
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17 years John! How time flies! If anyone has any really difficult technical questions or challenging & complex financial situations, John is the person to ask. #technical #financialplanning #complexadvice
Meet our team | Next up in our Spotlight Series is John Bell, Technical Director at Carbon. John has been with us for 17 years and is responsible for researching the complexities of investments, tax strategies and pensions. Read more https://lnkd.in/etR8hTsk #team #financialplanning #investment
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What is needed for broad adoption of alternatives in DC plans? Melanie Zairis Pickett, Head of Asset Owners, Americas at Northern Trust, shared her thoughts on the topic in a recent webinar hosted by Pensions & Investments. Watch the replay to learn more: https://lnkd.in/gNSB-nt3 #ASuite
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Our July/August edition of Smart Money is out now! Are you planning for retirement? Understanding pension rules can be tricky, but our guide could help. This edition covers: • Recent changes to pension rules and what they could mean for you • How those 55+ with DC pensions are managing their funds post-2015 • Essential financial protection to secure your family's future • Tips to reduce Capital Gains Tax (CGT) liability Find out more by downloading the guide here: https://bit.ly/3xN5RCU #SmartMoney #Guide #FinancialServices
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30 days of closing ideas: Day 18 Close with an opening question that begs for a "Yes." "If I helped you look at all of your pensions, and then you got to retire two years later, would you send me a 'Thank You' card?" #BusinessGrowthStrategy #businesscoaching #moreappointments #morerefferals #moreclients
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With the latest Budget changing the rules for inheriting pensions, Ed Monk explores what this could mean from a tax perspective: https://ow.ly/R9hL50U96TR
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Navigating the complexities of pensions can be challenging, especially when it comes to understanding what happens to your benefits after death. In our latest blog post, we break down the process: https://lnkd.in/er_hqQgm #PriorityWealthPlanning #WealthManagement #FuturePlanning #FinancialAdvisor #Accounting #PensionAdvice #AccountancyTips #PensionAdvisor #PensionAdvisors #PensionAdvisorYorkshire #ProfessionalServices #Probate
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🚨 Mark your calendars! The hearing will cover key topics impacting public pensions and investments in Texas. Don’t miss this important discussion! You can find an overview of the meeting agenda and access a live video broadcast here: https://lnkd.in/gfkXXT_r #Pensions #Investments #FinancialServices #PublicPensions #TexasLegislature #TxLege #PRBTestimony #RetirementSecurity
The PRB will be providing testimony at the Committee on Pensions, Investments & Financial Services hearing on September 19, 2024, at 10 a.m. The hearing notice provides an overview of the topics to be discussed at the meeting and provides a link to a live video broadcast: https://lnkd.in/gfkXXT_r
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