– Many people who still hold shares and share options in their former employers; we can help unwind these in the most tax-efficient manner. It can be risky having a lot of your assets in only one share. Set up a virtual call to discuss your situation.
– We advise on “Replacing benefits lost” from your prior employer. When you left your employer, you may not realise that you have left behind a “Death in Service” scheme, which could have Life insurance of up to 4 times salary, along with a “sick pay” scheme of up to 75% of Salary up to Retirement Age. This does not include other Health Benefits. We have the tools to replicate these in a very tax-efficient manner, especially if you have left to set up your own business.
– We spend a lot of time helping clients who have worked in the UK, but have not kept in touch with their old Pension providers for their old schemes while they were in the UK. In addition, recent UK budget changes mean that tax on pensions has increased. Let’s have a chat about consolidating your Pensions. Here is a link that a resource we helped develop, that may help trace your old scheme if you lost details: https://www.gretel.co.uk/
(If you book a meeting, you will receive a Google Meet link, which you can save into your own diary)
*All content linked to this site, including the Fund Ratings, is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by Charterhouse Private Clients Ltd trading as Clevermoney and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
For further information and advice please contact one of our advisors to arrange an appointment.
