56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk

WealthWise Newsletter June-July 2013

Welcome to our latest issue of WealthWise; specifically designed to help you make the most of your money by keeping you up-to-date

Latest Newsletter
Latest Newsletter

and informed with important financial news and information. In this issue, we discuss the following:

  • Financial planning to help your child with university costs
  • Is there a gap in your pension? the action you can take to avoid a shortfall
  • Automatic pension transfers how the new rules may affect you
  • The ‘rent a room’ scheme a way to receive tax-free cash
  • Make the most of retirement choosing the right income option to suit you
  • Death in service benefit why life insurance is still equally important
  • Share dealing for beginners what you should know
  • Business premises renovations and the 100 per cent tax relief on offer

Download your FREE copy here: June-July 2013 WealthWise News Letter – If you wish to discuss any of the contents within, please get in contact with me any time.

Please follow and like us:

Clearwater Financial Planning Limited is an Appointed Representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning limited which is authorised and regulated by the Financial Conduct Authority.

Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, are entered on the FCA Register (http://www.fca.org.uk/register/) under reference 440703 and 440718

Clearwater Financial Planning Ltd is Registered in England & Wales Company Number 05764001

Registered Office - 56 Fore Street, Kingsbridge, Devon, TQ7 1NY