Posts by Robertson Baxter
Making Allowances for a Tax Efficient Retirement
The Mail on Sunday – ‘Top Rated Advisers’
Is the Lifetime Allowance (LTA) charge a price worth paying?
Global Market Declines – a bump in the road and an opportunity
New Model Adviser – featuring our Technical Manager, Gillian Shirt
Threat to higher-rate tax relief on pensions
The Budget 2015 – from a financial planning perspective
Greek Debt Crisis
Retirement Income – Breaking Habits
Key to Freedom supporting Women’s Interlink Foundation
Pension Death Benefits – Bypass Trust v Nomination
A Conservative Government
Registered in England & Wales number: 5847483 | VAT Registration Number: 159 4227 91
Robertson Baxter Limited is an appointed representative of Best Practice registration number 223112 which is authorised and regulated by the Financial Conduct Authority. https://register.fca.org.uk/s/search?q=223112&type=Companies
Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 04490633.
Robertson Baxter limited is entered on the FCA register under reference 1048570 https://register.fca.org.uk/s/firm?id=001Sk00000u7GayIAE
Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Production