Pension & investment planning
Build, maintain and protect your personal wealth.
Make it work hard to support you now and in your retirement and pass it on to your dependents. It’s a complicated, highly regulated area. Let us help you find the right path.
Take control of your financial future. Share your plans with our regulated and qualified financial planners and let us show you how you can achieve them. Whether you are saving for retirement, investing the wealth you have built up or providing security for your family, we can help.
Being part of Bates Weston, allows our financial planners to bring you well rounded advice, drawing on high level tax planning skills, experience with business owners, wealth management post business sale, and family wealth management.
Our approach is simple. We meet, get to know you and your plans and get a feel for how we can help, without cost or obligation. Detailed financial fact finding is next. Then we agree what it is we will do for you, and the fees involved. We discuss our recommendations next, agree a plan and put it into action. We stay in touch to make sure we’re on course and to make adjustments if your plans change.
Pensions & Retirement
For most of us, retirement is about being financially comfortable and secure. The sooner we financially plan for it, the better.
Investments
Invest your wealth for income or long-term growth. Make your investments work harder. Improve returns on deposits and tax efficient investments.
Protection
Protect your family. Protect your business. What happens if you or a key member of your staff or a shareholder is ill or dies?
BW Financial Services Ltd (BWFS) is a joint venture between Bates Weston & Boolers. Bates Weston specialises in taking care of business owners and Boolers is one of the UK’s largest leading independent firms of Chartered Financial Planners.
BW Financial Services Ltd, firm number 189042, is an appointed representative of David Booler & Company, which is authorised and regulated by the Financial Conduct Authority.
Related blogs
Inheritance Tax on your pension
Unused pension schemes will attract Inheritance Tax on death from 6 April 2027. Craig Simpson, Tax Partner at Bates Weston looks at the changes and the impact on the tax burden on your estate and beneficiaries.
Autumn Budget Report
Read our Autumn Budget Report here. The Budget measures aimed to raise over £40bn in taxes, by far the lions share coming from an increase in Employer’s National Insurance Contributions (ERNIC).
Autumn Budget Headlines
Here are the headlines from the Chancellor’s Autumn Budget. We have focussed particularly on the business tax measures announced in the Budget.
What are we expecting in the Autumn Budget 2024?
A round up of the major announcements we expect to hear in the Autumn Budget 2024 and what we know already.
Autumn Budget: Pension Tax Relief
Craig Simpson, Tax partner at Bates Weston, considers the Autumn Budget, and the potential changes for pension tax relief.
Pre Autumn Budget Action
Craig Simpson, Tax Partner at Bates Weston considers the Chancellor’s likely plans at the Budget and what pre Budget action taxpayers may be able to take.
Get in touch
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