21 May 2012


Client Tv
AQUA BLOG
Elderly Care Funding - 08 May 2012
‘…Protecting the assets of elderly homeowners should not be the number one priority at this time,’ in view of, ‘…the plight of the war-time generation now reliant on a collapsing meanstested system’. (PRESS RELEASE FROM THE CENTRE FOR SOCIAL JUSTICE)
Dilnot had proposed raising the threshold to £100,000 and capping the amount any old person would make to their social care.
Nobody wants misery, but nor do we want robbery. That just creates a circle.
 

50% Tax Relief - 02 May 2012
Clients can ‘carry forward’ any unused allowance from the pension input periods ending in each of the previous three tax years 2009/10 to 2011/12. This means that pension payments over £50,000 can potentially still be made in this tax year without incurring an annual allowance tax charge. This will be particularly important for clients with earnings above £150,000, as 2012/13 is the last year for them to claim 50% tax relief. 

Welcome to Aqua IFA      1992 - 2012

Celebrating 20 Years of Independent Financial Advice

We know you expect more than professional expertise from your financial advisers. You also need approachable support from people who really understand how important your finances are.

You may not be used to working with financial advisers but our responsive team make it easy for you with a FREE initial meeting to assess your needs.

We know that our clients value our appoach and have included some of their Testimonials so you can see what they have to say about working with us.

You would like to know how much advice costs and we know that you don't like commission. We will tell you how much our fees are before we start work for you. 

If you are seeking advice following:

  • divorce, settlement, retirement, sale of a business or have ongoing wealth and estate planning needs, we can assist
  • You may be a high earner now but looking at a short or erratic earnings period; an athlete, an actor or professional contract worker
  • You may have inherited capital or enjoyed a spectacular win
  • You may have been awarded compensation

Lump sum investment or portfolio management for growth or income, we have a range of solutions to fit with your attitude to risk.

We know that the cost of care for the elderly is a massive concern for many clients and their families. We are qualified to give advice in this sensitive area and have many years experience.

We understand that if you are the owner or director of a business, you need expert Independent Financial Advice: pension scheme provision, auto-enrolment, employee benefits or shareholder protection.

Call us on 0161 491 6066 or use the Contact Us form for a free Contact Back.

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