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Help Guides

Spring 2012

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.

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Inheritance tax

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

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Saving for children

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

summer-2011

introduction to pensions

Find out all you need to know about pensions.

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  • Terms and Conditions | Data Protection Statement | Web Design by Elevatelocal
    Wells Financial Ltd is authorised and regulated by the Financial Services Authority, reference no.570873
    t: 01892 517171 f: 01892 515122 e: info@wellsfinancial.co.uk a: Christ Church Centre, High Street, Tunbridge Wells, Kent TN1 1UT
    Registered in England & Wales, Company no. 07692470. Registered office: Christ Church Centre, High Street, Tunbridge Wells, Kent TN1 1UT