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Latest News

Soaring housing costs hit millennials

People aged 20-30 – the 'millennials '- are devoting 23 per cent of their income to housing costs, reports the BBC. This compares with...

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23 Oct 2017
 

More caught by lifetime pension allowance

Many more people are being caught by the 'lifetime allowance' for pensions, says the Telegraph. It has been reduced in stages from £1....

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20 Oct 2017
 

Student debt: who won't repay?

The amount of a student loan that someone repays can be predicted from the profession they enter, says the Telegraph. A graduate entering in...

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19 Oct 2017
 

Latest Blogs

18% of people aged 50 or over have been targeted by potential scammers

According to research by Retirement Advantage, 1.8 million people have been offered unsolicited free pensions advice or investment opportuni...

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10 Aug 2017
 

Where to turn when you need financial advice and more... An interview with Glen Callow

Getting good quality, independent financial advice has never been more important. With complex tax, legal and regulatory changes it is nigh ...

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27 May 2016
 


Estate Planning

Ensuring that your hard earned assets are passed on to your loved ones in a timely and orderly fashion without unnecessary taxation is a complex business.

Our clients not only benefit from our regulated financial planning expertise and the taxation expertise of Prime Chartered Accountants, but also in working alongside Prime Wealth Strategies to ensure that the appropriate Will and Trust documentation is in place to reflect your wishes.

Wills and Trusts are not regulated by the Financial Conduct Authority.

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If you would like to arrange a free, no obligation meeting please contact us on 0845 872 2099 or email: info@primewealth.co.uk