Following the changes to retirement planning in April 2015 we have seen a significant increase in members of traditional company pension schemes ‘Defined benefit Pensions’ asking us to obtain cash equivalent transfer values. These pensions have always been considered gold plated because they promise to pay a secure, index-linked income for life, based on final […]
From Norwich to Peterborough and up and down the land the shape of the high street is changing. Banks and Building Societies are withdrawing their face to face presence in droves in favour of a more technology based service. Our experience is that whilst some clients are happy with internet and telephone services that many […]
The new rules that remove millions of family homes from inheritance tax have now taken effect. From April 5, each individual can claim an additional allowance of £100,000 to offset the sale of a family home on death, on top of their existing £325,000 inheritance tax exemption. This new tax allowance will rise to £175,000 […]
During the tax year ended on the 5th April 2016 HM Revenue and Customs (HMRC) has taken a record £4.6 billion in inheritance tax. A staggering figure with many people still being unaware of the tax consequences to their estates when they die When you die, it is the responsibility of your executors or personal […]
In readiness for the New Year we are delighted to launch our new website. Created to provide you with an overview of Liberty Partnership including what we do, who we are and how you can make contact with us. Most importantly it sets out our approach to building relationships with our clients and testimonials, which […]
If you are looking for an Advisor then ask your family and friends or read testimonials for a recommendation – It is always best to embark on what should be a lifetime journey with an Advisor who someone else can provide you with positive feedback on. Ask the Advisor about their skill sets and qualifications […]