Pelham Financial Personal Client Services
There are many difficult issues involved in dealing with the various financial stages of life and death:
Buying a House – The costs, the deals available and types of mortgage.
Coping with Bereavement – Inculcating financial confidence and planning for the future.
Meeting School Fee Costs – From income or capital – whose capital?
Moving your Job – Remuneration package and pension trap dangers.
Preparing for Retirement – When do you start and when to retire.
Protecting the Family – On ill health, redundancy or death.
Receiving an Inheritance – Catering for family needs and tax factors.
Saving Effectively – Maximum Growth, Minimum Tax.
Security in Later Life – Capital Usage, dealing with inflation and funding long term care.
Surviving Redundancy – Negotiating leaving terms and prioritising obligations.
Working Abroad – Making the most of tax status for foreign nationals in the UK and Expatriates.
We find that we can offer a range of additional services through our diverse network of other experienced professionals, for instance Lawyers, Accountants, Actuaries and Stockbrokers.
Pelham Financial Corporate Client Services
At a time of tight margins financial decisions have become critical. The issues below may be key to ongoing profitability:
Insuring the business – How do you value your Key staff?
Rewarding Staff – Motivating Staff makes Profits!
Pensions – A benefit or a liability – the need for an independent view.
Protecting shareholders – Death of a Shareholder can cause problems for the surviving shareholders.
Selling a Business – Saving Tax and what to do with the money.
Sheltering Profits – Balancing tax with Success.
If clients need specialist services such as Pensioneer Trustee or Actuarial Services these can be obtained through our professional contacts and associates.