Wells Financial

Spring 2012

Adam — Wed, 14 Mar 2012 13:54:31 +0000

This newsletter provides helpful tips on how to build an investment portfolio, understanding tax with BTL properties and whether or not to transfer your pension.

Inheritance tax

Adam — Tue, 10 Jan 2012 16:17:08 +0000

This guide is designed to help you through the maze of IHT, outlining who needs to be concerned and how it works.

Saving for children

Adam — Tue, 10 Jan 2012 15:15:53 +0000

This guide will give you some ideas and tax efficient examples of how to save for your children’s future.

introduction to pensions

Adam — Mon, 09 Jan 2012 17:17:07 +0000

Find out all you need to know about pensions.

winter 2011/12

Adam — Mon, 09 Jan 2012 16:19:50 +0000

This newsletter provides helpful tips on how to build an investment portfolio, understanding tax with BTL properties and whether or not to transfer your pension.

10 reasons to use an IFA

Adam — Mon, 09 Jan 2012 16:07:04 +0000

Many people think that financial advice is only required by the very rich. This guide explains why this isn’t the case.

ISA guide 2011/12

Adam — Fri, 06 Jan 2012 15:53:08 +0000

This is our guide to Individual Savings Accounts and how to make the most of the annual tax year allowance.

Are you at risk?

admin — Tue, 05 Jul 2011 16:53:56 +0000

This guide is designed to highlight the issues which may concern you regarding protecting your income and introduce you to the different types of cover available to help secure your family’s future.

Summer 2011

admin — Tue, 05 Jul 2011 10:16:39 +0000

Including information on covering your income, getting on the ladder, considering remortgages and looking into what your pensions might provide.