Resources

Looking for more information? Look at our resources library for a range of factsheets, guides and videos.

Guide to combining pension drawdown with an annuity

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Guide to setting up a future for my grandchildren

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Guide to leaving an tax-efficient legacy

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Read our guide to getting set for retirement

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Guide to 2021/22 Tax Year-End Planning

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Passing Assets Efficiently To The Next Generation

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Guide to your options at retirement

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Revolutionising the retirement landscape

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Understandably, the current coronavirus (Covid-19) situation is causing worry among people, particularly elderly and vulnerable people, many of whom have been self-isolating. It’s estimated that more than half of British adults have not made a Will.

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Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation.

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Beware of pension fraudsters

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When you have several pension pots, things can become complicated. If you have accumulated a number of pension pots over the years from different employers, consolidating them could be a sensible move.

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How prepared are you for retirement? You work hard to enjoy your lifestyle, but are you doing enough to ensure that you will continue to enjoy it later on?

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Those receiving the State Pension are likely to find out that their weekly payments could potentially increase by 3.2% from April 2020

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.

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