Under certain circumstances, for instance where someone is dependent on your income, we may recommend some kind of protection.
Achieving financial security means looking at the whole picture.
We offer advice on the following insurance policies:
Webinars - Business Continuation for When the Worst Happens
In this webinar we discuss what cover may be necessary for business continuation, including key person protection and loan protection, pensions, life insurance and benefit schemes for yourself and your employees and how business owners can use their pension funds in their business.
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Webinars - Protection options for your personal investments
We take a look under the bonnet of the investment process - explaining how we research our decisions, measure performance and select and monitor investment funds on an ongoing basis. And, Joe O'Brien outlines what options you have for protecting your investments for family and loved ones, should the worst happen.
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Stocks are at record highs and have now risen for five months in a row. Such a hot streak is quite rare, happening only 11 times since 2009. An artificial intelligence (AI) investment boom is at the heart of the rally.
In simple terms when we talk about business succession we mean the long-term plan for the business. In practice, it is difficult to cover all of the taxation and accounting issues surrounding succession in business across the generations in one short article, but here goes . . .
Changes to pension tax legislation announced in the Budget were extensive. Could it be that anything which encourages saving towards retirement should be welcomed?
You may have missed recent changes to the lifetime allowance (LTA). Here's what you need to know.
Quality Advice • Quality Service
Berwick-upon-Tweed
17 Walkergate
Berwick-Upon-Tweed
Northumberland
TD15 1DJ
Tel: 01289 306 688
Email: berwick@gwayre.co.uk
Haddington
8 St Ann’s Place
Haddington
East Lothian
EH41 4BS
Tel: 01620 823211
Email: haddington@gwayre.co.uk
