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Category Archive

Case Study 4 – It’s worthwhile taking time to revisit older investments

magnify-financial-charts

Mrs M and her late husband had been long-term customers of a major high street bank. Over the years, Mrs M had experienced less and less contact from the bank … Read More

Case Study 3 – Unearthing a forgotten protection policy

umbrellas

A few years ago, Chris and Linda had set up their own business. During a consultation with their adviser, recommendations were made to safeguard their financial future, including a suggestion … Read More

Case Study 2 – Using Marriage Allowance rules to reduce tax bill

piece-f-the-pie

Richard and Paula are existing clients of ours and are both retired. Following their annual review with us, it became apparent that Richard had suddenly started paying tax at the … Read More

Case Study 1 – Using ‘small pot’ pension rules to maximise available cash

balancing-money

Mrs W is a 55-year-old woman who came to us with the aim of using her pension fund to clear her existing debt of £29,000, because she was having difficulty … Read More

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Brighton Williams & Partners
8 High Street,
Winterbourne,
Bristol BS36 1JN

T  01454 773690
E  enquiries@brightonwilliams.com

Brighton Williams & Partners is authorised and regulated by the Financial Conduct Authority.

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Please note

The content of this website is for UK residents only.

The value of investments you make will be directly linked to the performance of the funds you select and therefore the value of your investment can go down as well as up. You may get back less than you invested. You should also be aware that the levels and bases of taxation and reliefs from taxation can change at any time, and are generally dependent on individual circumstances.

The content of this website is for your general information and use only and is not intended to address your particular requirements. The content should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Information is based on our current understanding of financial legislation and although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.

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