Happy New (Tax) Year 2013/14 from SewellBrydenGunn – a fresh approach to financial planning – impartial unbiased unrestricted independent financial advice from your Chartered Financial Planner and MBA adviser on a varied range of areas including:
personal and business financial planning investments pensions retirement long term care funding equity release (lifetime mortgages) IHT and estate financial planning capital and income protection.
This tax year (fiscal year) heralds a number of changes which are important for individuals and others are more important for businesses. The Chancellor outlined various changes for the present and the future in this year’s Budget 2013, an initial summary of which is available from our website http://www.3sbg.net
The start of the tax year provides an excellent opportunity to review financial planning for the year ahead including cash flow tax pension and investment planning – this will be covered at your next Financial Planning Review (Annual Conversation) which is available each year if you are a Retained Financial Planning Client of SewellBrydenGunn.
Any queries of course please do not hesitate to get in touch. 01276 471083 OR firstname.lastname@example.org
SewellBrydenGunn provides financial planning, financial advisory and financial transaction advisory services on a fee basis only.
Advice is given on the basis that such advice may not necessarily result in any recommendation to make changes to an existing position. We firmly believe that client centred financial planning is the best way to enable unbiased and informed decisions and choices to be made.
Not all services are regulated by the Financial Conduct Authority.