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Wealth Management

Experienced, qualified advisers providing sound advice, managing your risk and structuring your investments.

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Wealth management expertise

Financial Advice You Can Trust.

Ballards FS Ltd look to offer a trusted and transparent approach to financial planning. During our initial discovery meeting, we look to learn about your aspirations and to understand how we might be able to assist you with achieving your goals. Whether you are looking to save for retirement, invest the wealth you have built up or provide financial security for your family members, we will work with you to understand your goals and help bring these to fruition.

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Looking after your future

If any of these situations apply, feel free to contact us for an initial conversation

  • You are approaching retirement and want to consider your options such as income drawdown or annuity purchase.
  • You are dissatisfied with your pension and looking for clear and effective pension planning, perhaps with pension consolidation in mind.
  • You are a business owner and looking to maximise tax efficiency with the use of pension contributions.
  • You want to understand how Self Invested Pensions (SIPP / SASS) could help you achieve your goals.
  • You have personal wealth that you wish to consider for investment, either for income, and/or long term growth.
  • You are looking to protect your family in the event of illness or the worst-case scenario.
  • You are looking to protect your wealth from the potential of Inheritance Tax.
For more information about our Wealth Management services please get in touch.
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Insight

Chancellor Update Support Schemes

The government’s Job Support Scheme (JSS) will be expanded to protect jobs and support businesses required to close their doors as a result of coronavirus restrictions, the Chancellor announced today, 9 October.

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Govt Winter Economy Plan

The Chancellor Rishi Sunak today outlined additional government support to provide certainty to businesses and workers impacted by coronavirus across the UK.

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Self-Employment Income Support Scheme (Second Grant Window)

Applications for the second and final Self-Employment Income Support Scheme grant are now open. If you’re eligible and your business has been adversely affected on or after 14 July 2020, you must make your claim for the second grant on or before 19 October 2020.

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Coronavirus Job Retention Scheme October Changes

The Coronavirus Job Retention Scheme also known as the furlough scheme will be changing from 1 October 2020. We have compiled a review of the core elements.

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Ballards LLP Podcast – Claiming Expenses For GP’s & Consultants

Listen to our recent podcast which we hope you find useful and interesting. This episode explores whether you can claim and how to claim for areas including motor expenses, subscriptions, home internet, mobile phones and much more.

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Tax information on staff working from home

A common query we are receiving recently is surrounding staff working from home due to the current situation. We have therefore set out the general position for both the employer and employee.

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