We provide clients with three fundamental and key benefits:
We actively specialise in helping individuals and families who have significant Inheritance Tax liabilities and are seeking strategies and solutions to reduce this, we also enjoy working with individuals who have accumulated large pension funds and are seeking advice on how best to use these and their other assets to fund their lifestyle after ceasing work.
Recognising the need for simplicity over complexity, we focus on you as an individual and your unique financial and lifestyle challenges, and deliver a highly responsive and bespoke planning service. Stockmarkets may be volatile, but our values are steadfast.
At Swindells Financial Planning we are passionate about providing clients with individual, independent and impartial advice, enabling them to feel confident and secure about their financial future and inspired to lead the life that they really want.
We want to change the way you think about investing. We use decades of the finest global academic research to provide you with a disciplined, structured and ultimately successful investment experience. We will not speculate, forecast or attempt to crystal-ball gaze in the way that others in the financial services industry do. We believe that approach to be flawed, detrimental to your wealth and outdated.
Swindells Financial Planning has a client base across Sussex and beyond. At a free initial consultation we fully explain our fee structure – and the value you can expect in return.
I want to thank you for your time, input and advice over the years over my pension and retirement. I enjoyed working with you and would not hesitate to recommend you and your services.
The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]Read more →
What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]Read more →
3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better to gift with a warm hand than a cold hand” i.e. make gifts during your lifetime and gifting can form an essential part of Inheritance Tax planning. We’ve identified 3 key points with gifting that many […]Read more →
It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But at least the pundits rarely have to deal with the consequences of their bad predictions. From the Brexit referendum, to the US presidential vote to general elections in Australia, the Netherlands, France […]Read more →