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Articles in category: Terry’s Word

Next Seminar: Is Your Business Adequately Protected?

Wednesday 15th June 5:30pm  Ad Valorem Wealth Creation and AEGON are running a free seminar exploring the importance of ensuring your business is adequately protected. The day to day running of a business and its profitability are what a lot of business owners and directors are focused on.  However, many lack vital cover for certain […]

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Relevant Life Insurance

Relevant Life Insurance works within current legislation and allows you as the policyholder to pay your personal life insurance through your business; these payments can be made as an allowable expense. Typically there is no inheritance tax on benefit when placed in trust. Relevant Life policies are highly tax efficient, with perhaps the most obvious […]

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Terry’s Word on Foreign Exchange

I am very pleased to be able to bring a new opportunity to our clients here at Ad Valorem within the field of foreign exchange. No matter the industry, we can reliably and consistently help you achieve significant savings when it comes to making or receiving payments in a foreign currency. You will be able […]

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What is the State Pension top-up scheme?

If you are reaching the State Pension age before 6th April 2016, you are able to use a new scheme designed to safeguard your long-term financial security. The State Pension top-up scheme can give pensioners an extra £1 to £25 a week in exchange for a lump sum payment. It is being introduced as an […]

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Terry’s Word on Auto Enrolment

The Pensions Regulator has issued a warning to hundreds of thousands of small and micro employers to check when they must meet new workplace pension duties. The call to action from the Pensions Regulator follows new research showing almost two thirds of small and micro employers still do not know the exact date they need […]

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