Happy New Year from everyone at The EB Partnership! The new year is a great time to get you and your companies’ finances in order and we would love to assist you.
At the EB Partnership we provide financial wellbeing 1-2-1 sessions for both individual clients and companies. Financial wellbeing sessions can either be face to face or online and can cover a wide range of topics such as:
How much should I be paying into my pension?
Should I be consolidating my pensions?
What are ISAs, GIAs, Trusts & Bonds?
When should I start planning for my retirement?
How to plan for private school fees
Inheritance Tax Planning
What kind of Insurance do I need?
Tax Planning
Divorce and Pension Sharing
To find out more information and the help we can provide you, please contact enquiries@theebpartnership.co.uk