Should I put my life insurance in trust?

Should I put my life insurance in trust? When it comes to planning your family’s financial future, it makes good sense to take all steps possible to protect their standard of living. Arranging your life insurance in the right way – to give your loved ones the maximum possible benefit – is an important consideration. One option […]

Using your business to retire

Have you considered using your business as a retirement vehicle? Whether planning to sell your business to a third party or gifting it to the next generation, devising a structured plan long before exit can reap benefits now as well as later. New pension freedoms mean a pension pot can not only benefit you, but also your family and […]

James England

James joined Albert Goodman following ten years at a firm in Martock where he qualified as a chartered accountant. James then moved to Battens solicitors where he qualified as a chartered tax advisor. James has experience working on capital gains tax, relief advice, and preparation of tax returns.

Michael Seagrove

Michael Seagrove is a Chartered Financial Planner who holds specific qualifications relating to a number of areas including Pension Planning, Taxation & Trusts and financial planning for businesses. Michael has been working in the financial services industry since 2000 and strives to fully understand and establish his client’s financial planning goals and provide “holistic” financial planning advice. In […]

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