t: 01633 240080,  f: 01633 240081

24 Bridge Street, Newport NP20 4SF

Financial Planning Services

Financial Planning – with Kymin Financial Services

In association with our financial planning partners at Kymin, we can help you achieve your financial objectives, whether for yourself or your business.  Clients will receive the very best financial advice, from qualified professional advisers and will be offered a transparent and fair charging system for the advice they receive.  Having financial planning specialists based in our office means that we can work together with Kymin to ensure the best solution to meet your needs, however complicated they may be.

Tel: 01633 840000

 

Personal Financial Planning

Kymin 1 File

www.kymin.co.uk

 

  • Pensions and Retirement planning
  • Protection – Life Assurance / Critical Illness / Private Health Insurance
  • Savings and Investments
  • Mortgages and Equity Release


Corporate Financial Planning

Kymin 2 File

www.kymin.co.uk/corporate

  • Group Pension and Retirement Planning
  • Group Risk and Medical
  • Employee Benefit Planning
  • Shareholder and Director Protection Insurance

 


 

 

Latest News

  • Tax when you sell a business property

    09/06/2021 - More...

    There are various methods at your disposal to reduce or delay the amount of Capital Gains Tax (CGT) when you sell a property that has been used for business purposes. For example,

  • Private residence relief

    09/06/2021 - More...

    There is usually no Capital Gains Tax (CGT) to be paid when you sell your main family residence (referred to by HMRC as private residence relief) that has been used as your only or

  • Changing a company accounting date

    09/06/2021 - More...

    There are special rules which limit the ability to change your company’s year end date. A company’s year end date is also known as its ‘accounting reference date’ and is

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