Independent financial advisers to individuals & businesses | Merchants Quay, Ashley Lane, Shipley, Yorkshire, UK
call us on:01274 538750
Left
0
0
0
0
0
0
0
Right
We are Beaumont Robinson.
We are independent financial advisers.
We have been giving our clients
specialist pension and asset
management advice since 1971.
We offer advice on a wide range of
investment vehicles and financial
planning including; Wealth Management,
Corporate Pensions, Personal Pensions,
Retirement Planning, Corporate and
Personal Protection & Tax Planning.
Wealth Management is about
balance through spreading your
investment types. Our job is to help
clients achieve this balance.
We have more than a third of a billion
pounds worth of funds under our
management, spread over a wide
range of products and investment
vehicles.
Pension planning is the core part
of our corporate activities.
However we look at the bigger
picture.
We take into account other sources
of wealth which will have a major
bearing on your affairs, for both
business and personal life.
Building & Protecting
Corporate & Personal Wealth
Online Services
Pension Auto Enrolment
Employers: the law is changing! Are you prepared for the changes ahead?
• Affects all employers • Legal obligation to comply
• Hefty fine (maximum £10,000 per day!) and possible imprisonment!
Financial News
Pensions
Planning your pension? _ 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..
New Online Annuity Service
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. _ 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.
Beaumont Seminar 2011
Plain Talking: Meeting the Financial Challenges of the Next 12 Months
Pension Watch Service
Is anyone watching your pension? _ We provide a bespoke ongoing pension management service to take advantage of new opportunities.
New Cash Flow Planning Service
Exciting new service For clients wanting a projection of future income and capital expectations based on current market data. _ Personally tailored cash
flow planning Our software displays real time cash flow planning for clients. _ Understandable graphics Easy to understand snap shots of your financial planning.
Beaumont Robinson on TV
1st Sept 2011. An interview with David Cubitt - why are so few of us saving for our retirement?
Inheritance Tax
What we
think about IHT _ Do you want to leave a big part of your estate to the taxman?
Pension Changes for 2012
Restricting Tax Relief Annual allowance reduced from £255,000 to £50,000 & lifetime allowance reduced from £1.8 million to £1.5 million. _ Changes at age 75 Removed requirement to buy an annuity and drawdown pension available throughout retirement. _ Changes to Death Benefits Remain tax free up to the lifetime allowance where benefits not taken and under the age of 75.
Together Trust
Beaumont Robinson have joined forces with Together Trust to raise funds for those most in need.
