May, 2019 | Ascot Wealth Management

Join us for a tax-related power session!

The complexity, sophistication and sheer volume of tax legislation, case law and practice have increased exponentially over the last decade or so, and most taxpayers are not even sure what they need to be aware of and what they can do to mitigate their liabilities. For this reason, we have decided to host a tax power session to address all the concerns you may have.

Join us on the 4th or 6th of July for an informative tax-related power session, where you will have access to AWM’s award-winning qualified and experienced advisers and gain deeper insight into how you can easily integrate tax strategies into a diversified financial plan.

We will post more information on the topics we will be discussing in these sessions. Topics include Retirement Planning Strategies, early Inheritance Tax Planning and the new world of Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT) – both government approved tax efficient investments. This will be your opportunity to receive easy-to-follow guidance on these tax matters. Invite your friends and family for an informative few hours where you will gain deeper insight into the complicated world of tax.

This is a free seminar that will be held in Surrey and for those who are unable to attend this local session, AWM has arranged to host another session in London. Spaces are limited so book now to avoid disappointment.

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. www.old.ascotwm.com Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.

Another winner at Ascot?

It’s been quite a year so far. Earlier this year Ascot Wealth Management was named Adviser Firm of the Year (South East). You can read all about it here. Of course we were thrilled to be recognised for such a prestigious award. Since then we have been growing from strength to strength and have some more exciting news to share with you.

We are delighted to announce that AWM is in the running for the prestigious Retirement Planner Awards 2019 in the Best Individual Pensions Advice Firm of the Year*, Best Pension Freedom Service categories and our own Catriona McCarron is shortlisted as a candidate for Young Retirement Planner of the Year in the UK** award.

The awards aim to highlight the importance of retirement planning in the UK and celebrate how role providers and intermediaries are rising to the challenge of pension provision. Particularly in light of the 2015 pension freedoms and the increasing number of pension scams.

This nomination is as one of the finalists is a real testament to all the hard work AWM put in both collectively and individually every day.

The winners will be announced on Friday 14th June 2019 in London.

If you need pension advice, don’t hesitate to contact us today. Remember, the initial assessment is free.

*London, the South East and East Anglia

** excluding London