Lewis Innovative Investment

Syndicated Property Purchase - Mortgages - Trusts & Taxation - Pensions - Life Assurance - Savings & Investments

EMPLOYERS:
	What are your objectives?
	Are your schemes appropriate for you, the company and your employees?
DIRECTORS:
	Do you have benefits in excess of Ł1 Million?
	Resolve the Salary v Dividends issue?
INDIVIDUALS:
	What can you do about 'frozen' benefits from company or private arrangements?
	Are you contributing to inappropriate private arrangements?
	Do you have benefits in excess of Ł1 Million?
EVERYBODY:
	Base your action on facts not hearsay
	To avoid the pitfalls ARRANGE INDEPENDENT ADVICE NOW.

PROFESSIONAL PRACTICES: Solicitors / Accountants / Verts / Doctors / Dentists / Chiropractors Etc

Do you/ your partners own the building in which you operate your practice?

Do you/ your partners have personal pension assets?

Would you like your investment back?

DEATH-IN-SERVICE SCHEMES

Are your company benefits substantial?

Are you a high earner?

Do you have pension assets in excess of £250,000?

Would you like the opportunity of NOT being forced to buy a pension by age 75?

Would you like your pension assets to be moved to your beneficiaries, rather than ‘lost’ to a pension provider?

If you could choose to have your children & grandchildren or other nominated in a ‘family pension trust arrangement, would you be interested?

IF YOU CAN ANSWER YES THE NEW PENSION RULES COULD BE OF REAL USE TO YOU.
CONTACT LEWIS INNOVATIVE INVESTMENT NOW (action@lewisinvestment.co.uk)

Have you ever been in a company pension scheme which you have left and have ‘deferred benefits’ to look forward to?

Do you have a number of pension plans scattered throughout both old and new UK pension companies?

Have you or are you contributing to a retirement annunity contract?

Have you ever transferred funds from a pre-existing occupational pension plan?

Do you think you have a pension plan that protects a high tax-free opportunity at your selected retirement date?

Home . Professional Services . Professional Contacts . Have a Question? . About Us . Recruitment . Contact Us