Retirement Planning is a complex subject which can incorporate numerous products, e.g. Pensions & Investment income, as part of a broader strategy, where the ultimate goal is to provide enough income in retirement. All our planning is done in a joined up way.
Old Bray Financial are an impartial, whole of market mortgage broker, and can provide advice on the full range of mortgage products available for house purchase and remortgaging, including high value loans, Guarantor, Buy-to-Let, Let-to-Buy, Limited Companies and Bridge Loans.
Old Bray Estate Planning offer four Estate Planning services: Wills, Lasting Power of Attorney, Trust Planning and Personal and Business Tax Planning; These products are commonly used with inheritance, probate, legacy planning, tax advisory, divorce, care fees.
Business Tax Planning is something that all businesses should be doing.
It is essentially legal strategic tax planning to reduce the amount of corporation tax paid and increasing the amount of profits retained.
Old bray Wealth helps higher net worth clients, i.e. those clients earning £250k p/a or more and with net assets greater than £3m, to manage their Income and Capital Gains tax liability simply and effectively. However, many of our higher net worth clients require help across multiple planning areas.
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Equity Release will reduce the value of your estate and can affect your eligibility for means-tested benefits. Equity release is a way to release wealth tied up in your property, without selling it and moving to another home. It is specifically aimed at over 55’s who own their property outright, or have small mortgages left […]