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Buying a home will probably be the biggest transaction you ever undertake.
If the worst should happen, can you be sure your loved ones will be secure?
One challenge you will face when you’ve retired is maintaining standards of living.
Consider whether current investments are appropriate for future investments.
If you have more than you need to live your life, consider estate planning.
Advice in wealth & tax structuring & the designing of portfolios.
Large capital sums, which can fund any period after the age of 55.
Director Pension Planning & Employee Pension Planning.
Tax efficient childcare vouchers, salary sacrifice pension contributions.
How would the business survive if a shareholder, partner or member died?
Small businesses in the UK will need to set up a workplace pension scheme.
Auto-enrolment is the biggest change to workplace pensions for generations.
These days individuals are enjoying the benefit of private health care.
Savings are an essential part of any investment portfolio, no matter what stage of life you are at.
Investing in stocks and shares can be a daunting prospect for most people.
There are lots of different types of insurance products available and it can be confusing.
Have any queries regarding Allotts Indepenendent Financial Advice? Visit the enquiries page and complete our online form. We will answer you as soon as we can.
more...Alternatively you may email us at:
Our Rotherham IFA Office: fsd@allotts.co.uk
Our Doncaster IFA Office: fsd@allotts.co.uk
Criminal Finances Act 2017 – Criminal Facilitation of Tax Evasion Statement of Compliance.
Contact UsRequest a MeetingCriminal Finances Act 2017 – Criminal Facilitation of Tax Evasion Statement of Compliance.
As a firm of Chartered Accountants and a provider of accounting, tax and IFA services, Allotts Business Services Ltd and Allotts Financial Services Ltd adhere to the high standards of integrity and professionalism that our clients and the wider general public would expect. In embracing these values our partners and directors will not tolerate tax evasion or its facilitation by any party we work with and believe that these same standards will be shared by all such individuals and businesses together with our clients, fellow professionals and each member of our staff.
Following a risk assessment we have in place various preventative measures including the use of review procedures to guard against any offences under the Criminal Finances Act 2017. Such measures are supported by relevant training for our staff and the existence of a commitment by our senior management as evidenced in this statement in the prevention of the facilitation of tax evasion.
Allotts Financial Services Rotherham
The Old Grammar School
13 Moorgate Road
Rotherham
S60 2EN
Rotherham: 01709 828400
fsd@allotts.co.uk
Allotts Financial Services Doncaster
Sidings Court
Lakeside
Doncaster
DN4 5NU
Doncaster: 01302 349218
fsd@allotts.co.uk
Allotts Financial Services Limited
Registered In England & Wales Registered Number 07465711
VAT Number 115 1440 61
© Allotts Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 564185 at www.fsa.gov.uk/register/home.do. The Financial Conduct Authority does not regulate taxation and trust advice as some aspects of Buy to Let Mortgages.
Registered in England and Wales Registered address: The Old Grammar School, 13 Moorgate Road. Rotherham, South Yorkshire, S60 2EN Registered Number 07465711 VAT Number is 115 1440 61.
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk.