Pension & investment planning
Build, maintain and protect your personal wealth.
Make it work hard to support you now and in your retirement and pass it on to your dependents. It’s a complicated, highly regulated area. Let us help you find the right path.
Take control of your financial future. Share your plans with our regulated and qualified financial planners and let us show you how you can achieve them. Whether you are saving for retirement, investing the wealth you have built up or providing security for your family, we can help.
Being part of Bates Weston, allows our financial planners to bring you well rounded advice, drawing on high level tax planning skills, experience with business owners, wealth management post business sale, and family wealth management.
Our approach is simple. We meet, get to know you and your plans and get a feel for how we can help, without cost or obligation. Detailed financial fact finding is next. Then we agree what it is we will do for you, and the fees involved. We discuss our recommendations next, agree a plan and put it into action. We stay in touch to make sure we’re on course and to make adjustments if your plans change.
Pensions & Retirement
For most of us, retirement is about being financially comfortable and secure. The sooner we financially plan for it, the better.
Investments
Invest your wealth for income or long-term growth. Make your investments work harder. Improve returns on deposits and tax efficient investments.
Protection
Protect your family. Protect your business. What happens if you or a key member of your staff or a shareholder is ill or dies?
BW Financial Services Ltd (BWFS) is a joint venture between Bates Weston & Boolers. Bates Weston specialises in taking care of business owners and Boolers is one of the UK’s largest leading independent firms of Chartered Financial Planners.
BW Financial Services Ltd, firm number 189042, is an appointed representative of David Booler & Company, which is authorised and regulated by the Financial Conduct Authority.
Related blogs
Autumn Budget: Pension Tax Relief
Craig Simpson, Tax partner at Bates Weston, considers the Autumn Budget, and the potential changes for pension tax relief.
Pre Autumn Budget Action
Craig Simpson, Tax Partner at Bates Weston considers the Chancellor’s likely plans at the Budget and what pre Budget action taxpayers may be able to take.
Bates Weston Autumn 2024 Newsletter
In our Autumn 2024 newsletter we look at potential changes to Inheritance Tax, Capital Gains Tax and pensions tax ahead of the Budget, alongside our regular round up of topical news.
Budget date 30 October 2024
Rachel Reeves is building up to tax increases. Capital Gains Tax (CGT) and higher rate relief on pension contributions are the likely targets. Craig Simpson, Tax Partner at Bates Weston sets the scene for tax increases and the actions to consider.
Spring Budget 2023
The headlines from the Spring Budget 2023, including the replacement for the super-deduction, pension reforms and childcare reform.
Budget 2020 Pension Changes
Richard Coombs, Tax Partner at Bates Weston explains the changes to the tapered annual allowance for pensions.
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