Other Services

Auto Enrolment

The law on workplace pensions has changed. Under the Pensions Act 2008, every employer in the UK must put certain staff into a pension scheme and contribute towards it. This is called ‘auto enrolment’. Whether you are a hairdresser, an architect or employ a personal care assistant, if you employ at least one person you are an employer and you have certain legal duties. We offer a simple, low maintenance scheme which meets the requirements of the Pensions Regulator.  Just one phone call to arrange a no obligation meeting and we can ensure that you have a workplace pension in place which benefits both you and your employees.  Just call to make that initial contact.

Inheritance Tax Planning (IHT)

Time was when IHT planning was needed by only a few wealthy individuals. Now however, with an increase in home-ownership and property price rises, many of us will be exposed to IHT levied on our estates on death. Inheritance Tax mitigation has traditionally involved costly life assurance plans to meet the potential liability. Alternatively, gifting assets from the estate to reduce the potential liability has been common. But how can you keep control of your assets or the income that is generated by them without surrendering control?

At retirement

You’ve worked hard all your life. So now is the time to plan how you can maintain the life style you want in retirement. Everyone approaches this important subject with slightly differing views. Whether it’s an annuity, income draw down or some other way of providing for yourself and your loved ones in later life; planning is essential. And that’s where Bow House Wealth Management come in.

Affiliated services:

As well as the other services described on our website, Bow House can put you in touch with a number of other experts in related fields of financial planning;

Tax returns and tax planning

Over many years working in the industry, we have dealt with a number of efficient and dependable accountancy firms and tax consultants. So as part of our usual financial health check we can identify any issues and recommend appropriate services to support your tax planning needs.

Trust planning

Trust law can be complex and bewildering. So sound advice – based on sound knowledge – is absolutely necessary. Bow House have strong business links with likeminded professionals who can help you to navigate your way through an often troublesome area.

Mortgages

Do you qualify? Which product best suits your needs? Do your requirements go beyond those of the average house purchaser? Mortgage advice is a specialist subject and through Bow House, we can introduce you to proven, trusted advice.

Will Writing Services

Writing a Will is often overlooked when considering an individual’s financial aspirations. However at Bow House we have always recognised that this is a vital constituent of the overall plan. We can put you in contact with the right person to support you and thereby avoid the financial pitfalls that can arise by dying intestate.

Call Andrew Benson now on 0845 003 8797 or email him at andrewbenson@bhwm.co.uk

Contact Us

T: 01635 248 068

andrewbenson@bhwm.co.uk

Office: marilyndown@bhwm.co.uk

Andrew Benson - Managing Director of Bow House

Over the past 25 years, Andrew has held several key positions with major financial organisations including international life companies and asset management organisations.

Find out why you should talk to Andrew about your financial planning needs. Watch the video above by clicking on the play button.

Click here to read what some of our clients say about our services and how we have helped them.

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