Latest News

All the latest news from the Somerville Financial Services office.

  • PROTECTING YOUR ESTATE FOR FUTURE GENERATIONS

    Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate the UK’s Inheritance Tax regime, you…

    Read more
  • FINANCIAL FREEDOM

    Deciding what to do with pension savings – even if you’re still working It might seem like a far off…

    Read more
  • 2018/19 TAX CHANGES

    New initiatives you need to know It’s important to consider the tax implications of making financial decisions. The 2018/19 tax…

    Read more
  • RETIREMENT WEALTH

    What’s the right answer for you? The first increase in minimum automatic enrolment (AE) workplace pension contributions came into effect…

    Read more
  • YOUR MONEY, YOUR CHOICE

    Supporting your future financial requirements You can pay into as many pension schemes as you want; it depends on how…

    Read more
  • GENEROUS GRANDPARENTS

    The bank that likes to say ‘yes’ Forget the Lamborghini – 2.4 million UK grandparents have either raided their pension…

    Read more
  • DIVERSIFICATION, DIVERSIFICATION, DIVERSIFICATION

    Portfolio building requires different characteristics to evaluate There are many ways to invest and different types of investments. But when…

    Read more
  • ART OF BOND INVESTING

    Portfolio balancing, negating stock market volatility and lowering risk Bonds have historically been an alternative way to balance a portfolio and…

    Read more
  • PENSION FREEDOMS

    Running out of money remains the biggest retirement fear for over-55s On 6 April 2015, the Government introduced ‘pension freedoms’, and…

    Read more

OFFICE ADDRESS

Unit 4,
Stour Valley Business Centre,
Brundon Lane,
Sudbury CO10 7GB

Telephone: 020 3872 1800
Fax: 08712 772514

OUR DIGITAL MAGAZINE

To receive this communication from us via email, simply register your name and email address in the form below.

     

    Why do we need this information? We need your email address to enable us to periodically send you our digital magazine. We need your name to enable us to manage our contact list effectively and to be able to send you personalised emails.