In this edition, we provide useful suggestions on how to assess your current financial situation and effectively manage your finances to achieve your long-term goals. We also explore the newly introduced rules for pensions, explaining what they mean and how they could impact your retirement planning. Additionally, we offer a detailed explanation of AIM shares, exploring their benefits and risks, and outline the options available regarding how they can affect inheritance tax (IHT). Whether you’re planning for the future or looking to optimise your wealth, this edition has valuable insights for you.
If you have any questions or wish to explore your options, reach out to us. Our team of experts is ready to assist you. please don’t hesitate to contact us on 0333 241 3350 or email info@richmondhousewm.co.uk
The information available through Richmond House Wealth Management is for your general information. In particular, the information does not constitute any form of advice or recommendation and is not intended to be relied upon by users in making (or refraining from making) any investment decisions. Appropriate independent advice should be taken before making any such decision. Past performance is not necessarily a guide to future performance. The value of investments may go down as well as up and you may not get back the money you originally invested.
Richmond House Wealth Management is a trading name of IWP Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Reference 441359. Registered in the UK at Blythe Lea Barn, Mill Farm, Packington Park, Meriden, Coventry, West Midlands, CV7 7HE. Company Number 04138186.