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A reminder – we can help make your life easier

30th May 2024
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We have been delighted to contribute to AccountancyWEB’s Industry Insights after the last few months and we hope you’ve found our previous articles of interest and will refer back to these when you need to.

In case you’ve missed any of our articles, we’ve covered topics such as annuities, Relevant Life Plans, Wills, critical illness, executive income protection, discounted gift trusts, keyperson cover, VCTs, Inheritance Tax (IHT), pensions and much more besides.

 

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Supporting accountants, wherever you’re based  

For nearly two decades, Davenport Thomas’ highly experienced team has worked closely with numerous accountancy practices to support their clients with a wide range of financial planning needs. Over that time, we have developed a deep understanding of the specialist needs of accountancy firms and their clients at different times of the year.

We realise that many of you will have local accountancy connections who you already deal with. But there may be more specialist areas that these local connections aren’t familiar with. We would be delighted to help. For example, at the moment we are looking at pensions carry forward for lots of clients. And now that a General Election is on the cards, it could make sense to act sooner rather than later, as a new government could make significant changes in any Autumn Budget.

Making the most of technology

Our industry-leading software offers clients more understanding and insight regarding their finances than ever before, helping us to build long-term relationships. We carry out 90% of our client meetings via Zoom, ensuring we can support accountancy firms and clients across the UK. The feedback we have had has been excellent.

Ultimately, we aim to provide clients with a Professional Financial Advice service within an ethical and transparent charging structure.

So, for a discussion about how we can help you and your clients, you can book directly into Richard’s diary here, email us or call us.

Calendly - Richard Mumford

Richard’s tel number: 0208 6182077

Richard’s email: [email protected]

Roebuck Mortgages and Protection

Roebuck is an appointed representative of Davenport Thomas and was set up to help provide accountants with a solution to their mortgage and protection advice requirements. We assist clients with specialist mortgages, critical illness cover, private medical insurance, Shareholder Protection, keyperson cover, Wills, Lasting Powers of Attorney (LPAs) and Probate.

For a discussion about how we can help, you can book directly into our diary here, email us or call us.

Calendly - David Fear

David’s tel number: 0208 8192407

David’s email:  [email protected]

 

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A pension is a long-term investment not normally accessible until 55 (57 from April 2028).

Financial protection policies typically have no cash in value at any time and cover will cease at the end of the term. If premiums stop, then cover will lapse.

The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

The Financial Conduct Authority (FCA) does not regulate Will writing, tax and trust advice and certain forms of estate planning.

As a mortgage is secured against your home or property, it could be repossessed if you do not keep up mortgage repayments.