0191 594 5073 | firstname.lastname@example.org
Formed in 2003 to create a ‘partnership’ with our clients to provide advice through life’s ever-changing circumstances. On your instruction, we work on your behalf to offer solutions at every life stage from implementing protection to providing security and peace of mind for young families, medium to long term savings through to retirement, later life and estate planning.
Our business proposal is based on an holistic approach from an Independent Financial Advice perspective, enabling us to provide advice tailored specifically to your needs from the ‘whole of the market’ rather than an inflexible, restricted range of products. Our advice process has several stages with initial meetings offered without obligation at your convenience. Flexible arrangements are offered and meetings can be arranged at our offices, your home or business, often outside of normal office hours.
A detailed client proposition explaining our services and our Terms of Business will be provided to transparently detail our fees and product charges to avoid any confusion or misunderstanding. These fees will be agreed with you at outset with countersigned terms of business. All necessary administration will be conducted on your behalf and we will monitor progress of any transactions until completion and provide you with an ongoing client service proposition.
We continually strive to provide better value and transparency and we have engaged the use of award winning technology to provide secure client access to valuations and communication through our website.
The areas that will impact most savers are the changes to the tax-free allowances for capital gains tax and dividends tax.
The current tax-free allowance for capital gains tax (CGT) is £12,3000. Capital gains is defined as the capital growth that the investor witnesses on their initial investment. This means the first £12,300 of growth is currently not taxable. However, from April 2023 this threshold will be reduced to £6,000.
This may apply to an investor holding assets within a General Investment Account where a tax liability is created as assets are bought and sold or if withdrawals are made.
It is imperative that ISA allowances are maximised to legitimately avoid CGT but there are other tax efficient investment vehicles to be considered within a portfolio.
Many of these changes are complex and require a professional financial adviser to calculate and plan the best possible course of action. If you think these changes may impact you, contact us and we will plan your future strategy.Read More
Peter Taylor of Taylor Hartley Partnership has been my Financial Advisor since 1997. During this time Peter has managed a number of my Investments including a Personal Pension. Before offering advice and making any recommendation it became obvious to me that he researches his market very well. This has resulted in a steady growth of my funds during a particularly difficult period in the financial sector. I was not prepared to take high risks with my investments and Peter supported this view. His and his teams approach has been very professional in dealing with me. I have had no hesitation in recommending the Taylor Hartley Partnership to a number of people over a long period of time. Mr Cowburn - Newcastle upon Tyne
Before offering advice and making any recommendation it became obvious to me that Taylor Hartley researches the market very well. This has resulted in a steady growth of my funds during a particularly difficult period in the financial sector.More Testimonials
We have listed some of our more common financial service areas below. If you have an enquiry which isn’t listed please get in touch and we will be happy to advise.