Latest Podcast Episode 1 – The benefits of financial planning Duration 21 minutes Latest Podcast from Herbert and Webster

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Divorce

Chris and Emma got in touch to discuss how best to split their finances before engaging a solicitor and starting divorce proceedings. This was a smart move and enabled us to provide them with the financial break they had both agreed on. Chris wanted to share his final salary pension with Emma and use it … Continued

Inheritance Tax Planning

At retirement age Fred and Ann contacted us to discuss inheritance tax planning. Both are civil servants, with final salary pensions. Utilising our holistic financial planning service we found their total estate to be just over £2 million, this was made up of the family home valued at £1 million, with the remainder made up … Continued

Long Term Care Planning

The Parkinson family from Oxfordshire were referred to us by their family solicitor on the passing of their father. The passing of any parent is an emotional time, but the Parkinsons were faced with the added complexity that their father, David was also their mother’s full time carer. After meeting with their solicitors and discussing … Continued

Lower Fee + Better Advice

We were approached by Jonathan, an IT consultant in his 50’s with an income of £150,000. He had met with one of our competitors to discuss his options for retirement and how best to invest his pension fund which was approaching £1 million. Jonathan came to us as he was not impressed with the advice … Continued

Divorce

Chris and Emma got in touch to discuss how best to split their finances before engaging a solicitor and starting divorce proceedings. This was a smart move and enabled us to provide them with the financial break they had both agreed on. Chris wanted to share his final salary pension with Emma and use it … Continued

Inheritance Tax Planning

At retirement age Fred and Ann contacted us to discuss inheritance tax planning. Both are civil servants, with final salary pensions. Utilising our holistic financial planning service we found their total estate to be just over £2 million, this was made up of the family home valued at £1 million, with the remainder made up … Continued

Lower Fee + Better Advice

We were approached by Jonathan, an IT consultant in his 50’s with an income of £150,000. He had met with one of our competitors to discuss his options for retirement and how best to invest his pension fund which was approaching £1 million. Jonathan came to us as he was not impressed with the advice … Continued

Lower Fee + Better Advice

We were approached by Jonathan, an IT consultant in his 50’s with an income of £150,000. He had met with one of our competitors to discuss his options for retirement and how best to invest his pension fund which was approaching £1 million. Jonathan came to us as he was not impressed with the advice … Continued

Divorce

Chris and Emma got in touch to discuss how best to split their finances before engaging a solicitor and starting divorce proceedings. This was a smart move and enabled us to provide them with the financial break they had both agreed on. Chris wanted to share his final salary pension with Emma and use it … Continued

Inheritance Tax Planning

At retirement age Fred and Ann contacted us to discuss inheritance tax planning. Both are civil servants, with final salary pensions. Utilising our holistic financial planning service we found their total estate to be just over £2 million, this was made up of the family home valued at £1 million, with the remainder made up … Continued

Long Term Care Planning

The Parkinson family from Oxfordshire were referred to us by their family solicitor on the passing of their father. The passing of any parent is an emotional time, but the Parkinsons were faced with the added complexity that their father, David was also their mother’s full time carer. After meeting with their solicitors and discussing … Continued

Lower Fee + Better Advice

We were approached by Jonathan, an IT consultant in his 50’s with an income of £150,000. He had met with one of our competitors to discuss his options for retirement and how best to invest his pension fund which was approaching £1 million. Jonathan came to us as he was not impressed with the advice … Continued

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