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Resource Centre

Latest News

Glen Callow

9 Aug 2017

Final Salary Pensions - Stick or Twist

Transferring away from a Final Salary (or Defined Benefit DB) Pension Scheme has for many years been an area of advice that we have shied away from – in all but exceptional circumstances the better outcome for the client being to stay with the generous, index linked scheme. However, in the past couple of years the balance has shifted slightly. 
Glen Callow

5 Nov 2014

Strategies for reducing Inheritance Tax seminar invitation

We would be delighted if you would join us for our 'Strategies for reducing Inheritance Tax' seminar on 19 November, to be held in our presentation suite at our Solihull Office.
Glen Callow

28 Jan 2014

Prime numbers

We have devised the 'Prime Numbers' process specifically to engage our clients as we believe that each and every client has a set of numbers which are unique to them, which when plugged into a professional advice process, can deliver impressive results.