Guide to Tax Matters

Guide to Tax Matters

2019/20 KEY CHANGES YOU NEED TO KNOW In this guide we set out the main tax changes that apply to the 2019/20 tax year, which commenced on 6 April 2019. Reviewing your tax affairs to ensure that available reliefs and exemptions have been utilised, together with future...
LIFE AFTER WORK

LIFE AFTER WORK

PLANNING FOR THE RETIREMENT YOU DESERVE Over time, with life expectancy and the cost of living rising, it could mean that some retirees are at risk of running out of pension income in later life. So what can you do to make sure that you have a big enough pension to...
What would you do if you lost your income?

What would you do if you lost your income?

Beginner's Guide to Protecting your Future When using these social links you will be departing from our regulatory website. Newbridge Financial Planning Limited, is not responsible for the content of any third party websites. Protection Insurance and other products...
Key Person Insurance

Key Person Insurance

Key Person Insurance When using these social links you will be departing from our regulatory website. Newbridge Financial Planning Limited, is not responsible for the content of any third party websites. Key person insurance is an important form of business insurance....
RETIREMENT OPTIONS

RETIREMENT OPTIONS

Your Retirement Options and Pensions Freedom When using these social links you will be departing from our regulatory website. Newbridge Financial Planning Limited, is not responsible for the content of any third party websites. Please note that whilst every effort is...
PROJECT: Paraplanner!

PROJECT: Paraplanner!

My role, as protection paraplanner, begins after the Advisor has been out to meet our new client. This is the part that clients do not see, behind closed doors… Team Newbridge, working together to support the Adviser and client. The first step is for the Adviser...
A Week in the Life… Principal Adviser Blog

A Week in the Life… Principal Adviser Blog

A Week in the Life… Team Newbridge Another busy week for me; meetings with clients, building relationships with professional connections, discussing cases with my team and meeting my business coach. Gareth Elliott, Managing Director / Principal Adviser Monday...

Guide to Pensions and Divorce

Download PDF Guide Breaking up is hard to do! Divorce and pensions are very significant. A pension could be a couple’s most valuable matrimonial asset, in some cases worth more than the equity in the family home. As such, it is important that pensions are considered...