IFA Yorkshire UK Pension Advisers Yorkshire  
  Financial Advice Yorkshire
 
 
Independent financial advisers to individuals & businesses | Merchants Quay, Ashley Lane, Shipley, Yorkshire, UK
call us on: 01274 538750
 
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Building & Protecting
Corporate & Personal Wealth

 
Online Services
buy an annuity in yorkshire
buy annuity leeds york bradford
wealth management yorkshire
wealth management leeds bradford
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buy an annuity online with us
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  By clicking on the link below, you will be able to explore all the annuity options available to you, to obtain a quotation for your annuity purchase and to go ahead and buy your annuity from our best buy list.
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If you need help at any time through the process, there is a dedicated helpline. Just phone the number and you will be put straight through to one of our Annuity experts.
 
Buy an Annuity Online in Yorkshire
Financial News
  financial news    
Pensions
  Planning your pension?
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We all know planning your pension is important and you need to do it. But it can seem complex as the rules and the products keep changing. Talk to a Beaumont Robinson financial adviser. We can show you all the options and advise you on your best plan of action..
 
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Pension Changes for 2012
Pension Changes 2011 - 2012 Yorkshire
     
  Restricting Tax Relief
Annual allowance reduced from £255,000 to £50,000 & lifetime allowance reduced from £1.8 million to £1.5 million.
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Changes at age 75
Removed requirement to buy an annuity and drawdown pension available throughout retirement
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Changes to Death Benefits
Remain tax free up to the lifetime allowance where benefits not taken and under the age of 75.
 
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Happy New Year 2012!
Beaumont Robinson new office at Merchants Quay Shipley
 
From all at
Beaumont Robinson

May we take this opportunity to wish you a prosperous 2012.
 
Pension Watch Service
  Is anyone watching your pension?
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We provide a bespoke ongoing pension management service to take advantage of new opportunities.
 
IFA Pension Watch Service
Growth Income Protection
Income Protection Yorkshire
     
  Managing your
portfolio

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Our service includes:
• advice and administration
• for personal clients and companies
• investing capital for growth and for income
• protecting and preserving assets
• portfolios including equities, gilts, corporate bonds, investment bonds, commercial property funds, cash
• tax and trust planning
 
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Beaumont Robinson on TV
Financial Advisers in Yorkshire - Centre of Excellence
 
1st Sept 2011. An interview with David Cubitt - why are so few of us saving for our retirement?
 
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Inheritance Tax
  What we
think about

IHT
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Do you want to leave a big part of your estate to the taxman?
 
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  Independent
financial advisers

1971-2011
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The company has witnessed many changes since its formation in 1971.
 
40th Anniversary
IFA in Yorkshire 40th Anniversary
Together Trust
IFA supporting the charity Together Trust
 
Beaumont Robinson have joined forces with Together Trust to raise funds for those most in need.
 
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Beaumont Robinson: 40 years of providing financial advice to clients across the UK and in Yorkshire: Bradford, Leeds, York, Harrogate, Ilkley, Shipley
Who we are: Multiple Services One Standard | Clear Speaking Advisors | The Team Structure | Our People | A Centre of Excellence | History | 40th Anniversary | Our Client Proposition
Personal Pensions: Pension Watch Service | Pensions & SIPPs Explained | Planning your Retirement | Pension Changes for 2011 | Our Service | Multiple Services One Standard
Corporate Solutions: The Big Picture | Company Pension Plans | Pension Changes for 2011 | Our Service | Multiple Services One Standard
Wealth Management: A Matter of Balance | Growth Income Protection | Tax & Trust Planning | What we think about IHT | Our Service | Multiple Services One Standard
News: Beaumont Robinson in the Press | Beaumont Robinson on TV | We Have Moved | Together Trust | Widows Award | Communiqué Spring 2011
Communiqué Spring 2010 | Communiqué Winter 2009 | IFA Forum On-line Services: Wealth Platform | Annuities Platform | Get Our Free Email Bulletins | Our Literature
Contact Us: Location Map & Contact Details Website Layout:
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