Personal Finance
Stan Gaskin Ltd provides a wide range of services to personal clients. When you typically meet with your adviser for the first time, we will conduct a thorough fact-finding and goal-setting exercise, in order to ensure that any recommendations that we make to you are based upon your specific individual circumstances. All initial consultations are free of charge (click here to send us an email and request an appointment).
• Retirement - Saving and preparing for retirement has never been as important as it is today. We help clients to fund and invest appropriately so that they can achieve their goals for their retirement. • Investments - Whether saving and investing for capital growth, income, a certain event (school fees / weddings etc.) or looking to make tax-efficient investments (Inheritance Tax / Capital Gains Tax mitigation), we will consider all the various options to make sure your investments work best for you. • Protection - Protection comes in many forms, whether it be life assurance to repay a mortgage in the event of death, critical illness insurance to protect your family if you suffer a major illness, or a replacement income if you cannot work. We can ensure you are protected if the worst should happen. • Health - Whether it be insurance to cover the cost of private medical treatment, or making arrangements for long-term nursing care for the ill or elderly, we can help. • Property - We have qualified mortgage advisers who can help if you are buying your first home, holiday home, moving house, remortgaging or investing in buy-to-let property. We are also able to advise on property investments made via pension schemes (SIPPS / SSAS). • Taxation - Primary to our recommendations is the over-riding principle of tax-efficiency. We can help to make specific arrangements to mitigate the effects of Inheritance Tax, Capital Gains Tax, Income Tax and others - keeping more of your money in your own pocket. Click here to send us an email and request an appointment. |
