Omnium Wealth Management

Whether you are a millennial gazing out over the larger part of your (hopefully) long life or someone for whom retirement is just around the corner, it can never be too early or too late to produce a financial plan. Get started: http://ow.ly/Q8jl30nKWTv #FinancialPlanning

Our new Dynamic Portfolios have been designed to enable us to be more agile, reacting more quickly to market changes, while the service is further enhanced by Quartet’s excellent research capabilities, which we are confident will strengthen the investment returns of our new portfolios. And, all at no additional cost to our clients.
For more information on our new service and how it could benefit you, watch our video below: https://bit.ly/2T0bK9k

When wealth is passed on to beneficiaries, there can be some serious tax ramifications to consider. Should you spend your inheritance or save it to bequeath? http://ow.ly/aXi830nGKlD #FinancialPlanning

A study by Royal London has shown that less than half of the people using income drawdown to access their pension pot have a high chance of that income lasting for the rest of their lives. http://ow.ly/F6HT30nEyxb #pensions

It's a sobering thought to think that, if you want to maintain the same standard of living after you give up work, you will have to build up an annual income of around two-thirds of your pre-retirement gross earnings. Maximise you're #retirement income >> http://ow.ly/l8fj30ns2Xl

Equity release schemes enable older homeowners to tap into the value of their property without the need to sell up and move out. Read our case study here: http://ow.ly/XgTd30nmpug #EquityRelease

The latest data from Royal London’s Drawdown Governance Service shows that, while 47% of drawdown customers have more than an 85% chance of their income lasting them for life, the other 53% are in danger of running out of money. Read more: http://ow.ly/ukQk30ngezF #pensions

Do you know how much tax you will have to pay if you withdraw some or all your pensions savings as cash?
A quarter of over-55s unaware of pension tax >> https://bit.ly/2QJFp68 #pensions #tax

Please note that the Bourne Group of Companies, incorporating Brewers Chartered Accountants, Clarity Consulting, Omnium Employee Benefits and Omnium Wealth Management, will close at 12:30pm on Monday 24 December 2018 and reopen at 9:30am on Wednesday 02 January 2019.

Rather than spend all their money during their own lifetime, most pensioners hold on to the bulk of their accumulated wealth to pass on to their children or other future generations when they die. But is that the best option for you? http://ow.ly/6DKV30mT5z4

Let us help you plan for life events like school fees, children's weddings and more. Personal cash flow planning from Omnium: http://ow.ly/6xZp30mT4p0

Lifetime mortgages or, to use their more colloquial name, equity release schemes are currently enjoying a period of dramatically increased popularity. Understand more: http://ow.ly/JUaE30mT4vk

Equity release schemes enable older homeowners to tap into the value of their property without the need to sell up and move out. Read our latest equity release case study here: http://ow.ly/VEdn30mS0gk #equityrelease

Lifetime mortgages or, to use their more colloquial name, equity release schemes are currently enjoying a period of dramatically increased popularity.
Here are some things to consider when raising money on your own home: http://ow.ly/oQ6630mOwJK #EquityRelease

Guildford has the most estates liable for Inheritance Tax. Book a free consultation with one of our experts to make sure that you’re taking all the right steps to protect the value of your family assets and safeguard your future. http://ow.ly/IFHt30mKno9 #WealthManagement

Whether you are a millennial gazing out over the larger part of your (hopefully) long life or someone for whom retirement is just around the corner, it can never be too early or too late to produce a financial plan. The basics to getting started with financial planning >> http://ow.ly/Anq230mJ1n2

Long-term investors reap the rewards from financial crisis: https://bit.ly/2DFlw9I #investmentplanning

Inheritance Tax was originally introduced to target only the wealthiest in the land. But rising property values throughout much of the UK have meant that many more families are being inadvertently dragged into the net.
In 2017-18, HMRC collected a record £5.2bn from IHT, a rise of 60% over the past five years. HMRC’s tax haul has doubled in less than a decade. Read more: https://bit.ly/2DCoBqK