Retirement Planning, Estate Planning (IHT), Investment & Long Term Care Planning
Sancto Merricks Wealth Management is a trading style of Sancto Merricks Financial Planning Ltd which is registered in England & Wales no. 06849767. Sancto Merricks Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority no. 501806.
27/11/2014
More detail on recent positive changes, great news - but make sure you take good advice first.
Pension reforms: nine things you should know - News stories - GOV.UK Understanding the pension system can be complex sometimes. We’ve explained how the new system will work and what it means for you.
27/11/2014
Great news - but take good advice first!
Chancellor abolishes 55% tax on pension funds at death - News stories - GOV.UK People with defined contribution pension savings will no longer have to worry about their pension savings being taxed at 55% on death.
It'll be our 5th anniversary on 5/11/2014.
What an incredible journey. Thanks for the support from all our Clients, here's to the next 5 years!
Both David Sancto & Ian Merricks are fully qualified ready for regulatory changes in 2012
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