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Pension Freedom Surgery!
FREE walk in surgery - Thursday 26th March

Ask any questions about pension freedom

The proposed changes to pension rules have created a lot of confusion. Many people have become disengaged from pensions due to continued amendments to the rules. Being able to take all your money to buy a Lamborghini or a ‘buy to let’ instead of an annuity seems to be the only feature that is sticking in peoples mind.

Pension proposals

The proposed changes go much further than that. There is a real danger that people could miss out on the best way to use these new pension proposals. The new death benefit proposals give rise to opportunities to reduce Business & Inheritance tax as well as tax reliefs not available to ISAs or rental properties.

 

 

Walk in surgery

Raymond James’ Chartered Wealth Manager Pieter Burger FCSI, APFS and Accountant Christopher Way BA, MSC, AIA, Dip.Bus from CRW Accountants Ltd are holding a free walk in surgery at Raymond James’ Branch office in Exmouth where you can ask any questions on Pension Freedom and the budget.

Open 9am-5pm No appointment necessary
32 Rolle Street, Exmouth, EX8 2SH, 01395 207350

Pension Freedom

Raymond James Investment Services Ltd is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Raymond James is registered in England and Wales, No. 3779657. Registered office 77 Cornhill, London EC3V 3QQ RISK WARNINGS: Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down.

 
 
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Colyton Offices
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Tel: 01297 578 460 
Exmouth Offices
32 Rolle Street, Exmouth,
Devon EX8 2SH
Tel: 01395 542 551
Exeter Offices
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Tel: 01404 598 373
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Raymond James Investment Services Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures