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Succession Planning and your Pension Do you own a business? Do you consider your business to be your pension plan, that one day you will be able to turn it into a handsome pot of cash to fund a comfortable retirement? If the answer to these questions is yes, we can help! What are… Read more
One New Year’s Resolution that should ALWAYS be on your list… Every year when I pack away the Christmas decorations, I ask the family to write their favourite memories of the Christmas we have just celebrated and what their hopes are for the coming year. It is always heart- warming to open up the… Read more
What should you consider when choosing an Independent Financial Adviser? Whatever stage you are in your life, the advantages of taking control of your finances can never be underestimated for enjoying your life to the full and sleeping soundly at night! So you’ve decided the time may be right to take positive action to plan… Read more
Welcome to our latest edition of Making a Difference What changes have been happening in the last 6 months that may affect your business or personal finances? What’s the latest news from the Hunter Gee Holroyd and HGH Wealth Management teams? Read on to find out! News Summer 2017 The team at Hunter Gee… Read more
Retirement Planning York What age do you hope to be when you retire? Do you have exciting plans for how you are going to spend your retirement or are you unsure of how you will fill your time? When you retire, you may find yourself with around 2,000 hours to fill each year. Perhaps… Read more
Lifetime ISAs or ‘LISA’s. There are bonuses available for first time buyers, but are they really advantageous for retirement saving? If you are saving up to buy your first home you need to know about the new Lifetime ISA. They are also designed to encourage saving for retirement. It is important to note that… Read more
Latest News Find out how Hunter Gee Holroyd have been Making a Difference in 2017… Inspirational story? Tick! Important Tax update? Tick! Independent financial advice for peace of mind? Tick! Feel good fundraising? Tick! Further information and dates to help your business to grow? Tick! Making a Difference 2017 Catch up on the latest… Read more
Top 10 Tips to Pension Planning So you’re considering starting a pension? What do you need to consider and how can you make the most of the options available to you, so you can live the retirement you plan to? Read on for our Top 10 tips to Pension Planning: It’s never too… Read more
In his first Autumn Statement as Chancellor of the Exchequer, Philip Hammond provided no big surprises in his speech, with a relatively low-key set of announcements aimed at preparing the UK for an uncertain future outside of the EU. Autumn Statement 2016: Your Finances The key points that you need to consider for your… Read more
SIPP – Self Invested Personal Pension – A Case Study Could a Self Invested Personal Pension Plan work for you? Our example below gives guidance on when it may be appropriate to use this option. Background Andrew is considering a purchase of a commercial property he has seen with a good rental yield available for… Read more
