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2011
You are browsing the archive for 2011.
Steve Wood joins Corporate Consultants’ Team
Helm Godfrey, the independent employee benefits and wealth management consultancy, has appointed Steve Wood to join the senior corporate consultants’ team.
The appointment of Steve, formerly of Bluefin Corporate Consulting, marks another milestone in the growth of Helm Godfrey as a leading provider in the corporate advice market. Steve joins in …
Why personal & professional development matters
Financial advice and wealth management is a people business and in order for us to maintain and improve the high standards of service we deliver for our clients we must invest in our staff.
That is why we at Helm Godfrey place a great of emphasis on the personal and professional …
Stand and Deliver – Your Money or Your Life
Were you a parent of a teenager in the 1980s? If so, you may well recall Adam Ant dressed as the dandy highwayman crying out: “Stand and deliver – your money or your life?”
Some 30 or so years on, as you now approach retirement, ask yourself: your money or your …
Don’t get run over by Financial Risk?
When you hear the term financial risk what do you think of? How could financial risk impact on your current or future lifestyle, your legacy, your career, your enjoyment of life, your family, your home, what you have or want to have or who you are or want to be?
Risk …
Budgeting – Make Your Money Work Harder For You!
For many of us we believe that our financial wellbeing controls our lifestyle wrestling common everyday worries such as ‘I need extra money to maintain or enhance my lifestyle’, ‘I don’t have enough money to retire on’, ‘is my family or estate financially secure if I die?’, ‘inflation is eroding …
Helm Godfrey moves into employee benefits space with major acquisition
We are delighted to announce that we have recently acquired the employee benefits business of Truestone Asset Management as part of our aim to become a leading player in the corporate advice market.
The deal, which will see Truestone’s employee benefits team relocate to our HQ in the City, will take …
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End of effective requirement to purchase annuities
The Government has announced its intention to offer more flexibility in the way in which benefits are taken from approved pension plans. These changes are intended to come into effect on 6th April 2011.
At present, the broad choice is between an annuity (offering guaranteed income for life) and drawdown (where …
Financial planning and feeling OK about money
When we take on a new client, the first step is often the most important – the initial meeting. This is where I find out more about your situation, wants and needs in a ‘fact finding’ exercise. I find out what sort of advice you require, discuss what we have …
Feathering your NEST
Following a government review of pension provisions for employees, it has been decided that more of a ‘stick’ approach (as opposed to just the ‘carrot’ of tax relief) is going to be needed to get more people to make pension provision. The Government estimates that about seven million people are …
Pension contributions for high earners – the new rules
The “annual allowance” which is currently £255,000 will be reduced to £50,000 per tax year from 6th April 2011. Any contributions over this level will incur a tax charge effectively removing tax relief from the excess contribution.
Currently, higher rate tax relief on pension contributions is limited for those with income …
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