The 2007 Budget Statement.

What week it has been.

With the end of the tax Year fast approaching, those who have not made ISA investments had better hurry as time is running out fast.

I usually make comment about the Budget which is  often long and boring, however this time my statement will be brief and to the point.

Thank you Mr Brown for not making any major changes to the Trust environment, and for the small increase in Inheritance Tax, which will not have a major impact for most.

With regard to the reduction in the headline rate of Income Tax, we of course Thank you, however for many of my clients the overall burden of Taxation has gone up, and not so for my most wealthiest.

Did I miss something?

Answers on a postcard please.

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What we do.

So what is Financial Planning?

It’s not about Life Assurance and Protection!

It’s about knowing your Partner and Children are protected in case of your Death or Disability.

It’s not about Pension Planning!

It’s about being able to afford another round of Golf when the longest holiday of your life starts.

It’s not about Estate Planning!

It’s about making your Children have adequate funds and a plan in place if you are not around to provide one of your own.

It’s not about borrowing to buy a house!

It’s about securing suitable finance at a competitive rate from a reputable lender in order to ease the purchase of your Home.

This a sample of the things we do.

Simple Services – National Coverage –Fixed Fees (and or commission if applicable).

Richard Smith 0845 226 9106

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