Ascot Lloyd & Planit+
 
Information Update 
 
 
 

Information Update

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May/June 2011 e-newsletter


I'm pleased to announce that the latest issue is now available to be downloaded. Amongst the subjects covered in this issue are;

Gender Based Insurance Rates

EU rules against sex discrimination

Take a more flexible approach to retirement

How the new rule changes could affect your future planning

Estate planning

Tax saving incentives for substantial charitable legacies

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 put together a few more guides covering some different areas and they can each be downloaded by clicking on the title below

A Guide to the Budget 2011
A Guide to the 2011 Retirement Rule Changes
A 'generic' Guide to Wealth Management

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
John Kavanagh Leonie Coveney
Simon McGechie Richard Dunbabin
Pat O'Hara Andrew Findlay
Michelle Mendoza Paul Francis
Paul Munday Roger Graham
John Ryan John Inglese
David Waddington 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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