Investment Property Accountants - WARR & CO

Investment Property Accountants

Free Financial Planning Review

For a limited time, Warr & Co. is offering our property investor clients a ‘no-charge’ initial consultation which will include the review of your affairs and report detailing the areas of which you may need further assistance.

If you do not use the services of a financial adviser already it is probable that your financial planning will be in need of some attention even if this is merely confirming the suitability of products or polices that you currently hold.

Such has been the speed of legislative and taxation charges as well as product innovation in recent years that many of these may have passed you by. For example, if some years ago you established a life assurance policy, perhaps associated with mortgage or development finance, it is possible that for the same sum assured you will pay less with a new policy. Other developments include changes to critical illness policies, which too may have been implemented as part of a mortgage protection plan, and in particular the widening of the range of critical illnesses covered within new policies. In respect of pensions, there are opportunities that have come about from ‘Pension Simplification’ which may allow investors to consider 'self-investment' in their property investment plans.

If you feel that you would benefit from such an offer, please feel free to contact Jeff Crewdson, Steve Prosser or Chris Raggett to discuss your requirements more fully.

Date of Article: 10th June 2009

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This domain is owned by Warr & Co Chartered Accountants which is a member of the Institute of Chartered Accountants in England & Wales (ICAEW). Whilst the information detailed here is updated regularly to ensure it remains factually correct, it does not in any way constitute specific advice and no responsibility shall be accepted for any actions taken directly as a consequence of reading it. If you would like to discuss any of the points raised and / or engage our services in providing advice specific to your personal circumstances, please feel free to contact Peter Edwards on 0161 477 6789 or email us at info@warr.co.uk

 

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