Ascot Lloyd & Planit+
 
Information Update 
 
 
 

Information Update

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Spring 2011 e-newsletter


As promised, we have put together a new issue incorporating a diverse range of articles including;

Keeping Your Wealth in the Family

Inheritance Tax planning matters

How much life assurance do you need?

Protecting your family's financial security

There is also an article about not missing an ISA deadline but we emailed you separately about this before the end of the tax year so you can ignore that one !

To get your copy, click here

We've also produced a smaller 'lite' version, click here for your copy

Remember, we've also put together a range of guides covering some different areas and they can each be downloaded by clicking on the title below

A Guide to Business Protection
A Guide to Income Drawdown
A Guide to Protection Planning
A Guide to the Spending Review

We'll be producing a new e-newsletter in a couple of months and we'll email you when it's ready to download.

Contact Us


Call or email using the links below.

Rickmansworth Wokingham
Phone: 01923 725800
Web: www.planitplus.co.uk
 Phone: 0845 3455111
Web: www.ascotlloyd.co.uk
Paul Adams John Bargent
Sharon Cater Glenn Barrett
Simon McGechie Leonie Coveney
Pat O'Hara Richard Dunbabin
Michelle Mendoza Andrew Findlay
Paul Munday Paul Francis
John Ryan Roger Graham
David Waddington John Inglese
  John Kavanagh
  Geoffrey Markham
  Allan Perry
  Martin Purnell
  Chris Slatter
  Keith Turner
  Mark Wilson
Planit+ is a trading name of Ascot Lloyd Financial Services Ltd which is a wholly owned subsidiary of Planitplus Holdings Ltd. Ascot Lloyd Financial Services Ltd is registered in England number 02671680. Ascot Lloyd Financial Services Ltd is authorised and regulated by the Financial Services Authority under number 150620.
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