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Advising Individuals
We advise on the following areas:
| • | Retirement: pensions and estate planning to mitigate the effects of inheritance tax |
| • | Protection: life assurance (including personal, key man, business and partnership protection), critical illness insurance, income protection insurance, long-term care insurance and private medical insurance |
Investment: we can advise you on a wide range of savings and investment products, including
| • | Regular Savings: deposit accounts, NS&I products |
| • | Tax-Free Savings/Investments: ISAs, PEP transfers |
| • | Other Investments: investment bonds, unit trusts, OEICs, investment trusts, and the full range of other tax-efficient products |
Money Made Clear
The FSA (Financial Services Authority) is an independent body set up by government to regulate financial services
and protect consumers. It has produced a number of guides to assist consumers in all aspects of their financial
needs, including retirement. Click below for a link to the guides.
• FSA Guides
Advising Corporates
We offer advice, and administrative support, on the following:
Employer and trustee-sponsored pension schemes
Ask us about defined contribution and group personal pension schemes
Employee benefits: our range includes
| • | Death-in-service benefits |
| • | Sickness and disability income benefits |
| • | Medical and dental insurance |
| • | Support to employees on pension and retirement options |
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Kerr Henderson (Financial Services) Ltd is authorised
and regulated by the Financial Services Authority.
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