Why inheritance tax planning is essential?
Friday 15 April 2016
Do you understand inheritance tax rules & are you aware how to eliminate or reduce your inheritance tax liability? Read our article to find out more
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Reaching Retirement – your choices
Friday 15 April 2016
As some of the pension decisions you make now may not be reversed later, it is important you make the right choices.
Do you understand your new pension choices?
Thursday 7 April 2016
Daniel Stansall, Financial Adviser Barnet, North London explains your pension options at retirement given the new Freedom & Choice in Pensions
Have you nominated a beneficiary for your pension scheme?
Tuesday 5 April 2016
Given the more favourable tax treatment now available it is more important than ever that individuals nominate a beneficiary for their pension scheme.
FT Adviser publishes Financial Adviser Dan Stansall’s IFA journey
Thursday 31 March 2016
On 30/3/16 the FT Adviser published extracts from Financial Adviser Dan Stansall’ article – ‘Looking for a new career as a Financial Adviser
In Retirement - What to consider in later life
Friday 18 March 2016
Each week up to the Budget in March we will add articles from our brochure: Your Retirement Options - Freedom & Choice: before, in and at retirement
Act now and review your finances before the new tax year
Friday 18 March 2016
With the new tax year just a few days away we look at what you could do now to review your finances
A Budget Round up - March 2016
Wednesday 16 March 2016
The Chancellor announced that his eighth Budget was for the next generation and was about stability, with the introduction of the Lifetime ISA
Lonsdale Service's Pension Seminars prove popular
Monday 14 March 2016
Lonsdale Service's pension seminars in Barnet & St Albans were well attended and feedback from both seminars has been positive.
How will the annual pension allowance be tapered for high earners from 2016?
Monday 14 March 2016
Last year the Government changed pensions. We recommend testing your income to find out if the pension changes affect you.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
