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0800 6342 111

  • Home
  • About Us
    • The Company
    • The Staff
    • Current Vacancies
    • Press and Media
    • Testimonials
    • Client Engagament & Terms
  • Your Financial Planning
    • An Introduction
    • The Financial Planning Process
    • Your Budget
    • Protecting Your Interests
    • Planning Your Estate
    • Your Mortgage
    • Your Retirement
    • Your Savings and Investments
  • Specialist Services
    • An Introduction
    • Paying For Care Home Fees
    • Buying an Annuity
    • Equity Release
    • School Fees Planning
    • Making a Will
    • Mortgage Capacity Assessments
    • Commercial Finance
    • Bridging Finance
    • Pension Schemes
    • Death in Service
    • Income Protection
    • Critical Illness
    • Private Medical Insurance
    • Partnership Protection
    • Key Person Assurance
    • Corporate Protection
    • Corporate Financial Planning
  • Mortgage Advice
    • Residential Remortgage
    • Residential Homemover
    • Residential First Time Buyer
    • Residential Buy To Let
  • Simpsons Direct
  • Factsheets
  • Blog
  • Contact Us

Factsheets

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Factsheets

  • Annuities
  • Care Fees
  • Choosing the retirement option thats right for you
  • Clever retirement strategies
  • Critical illness protection
  • Decisions that determine your standard of living in retirement
  • Defining the short medium and long-term
  • Different types of annuity
  • Do you know your inheritance tax numbers
  • Greater choice for retirees
  • Growing your wealth over time
  • Income protection insurance
  • Inheritance tax matters
  • Inheritance tax nil rate band and rates
  • Inheritance tax
  • Investing with a conscience
  • Making a will
  • Making the most of our new found freedom
  • Maximising the value of your pension pot
  • NISA way to save
  • Peace of mind for you and your family
  • Pension consolidation
  • Pension death tax charge abolished
  • Pension freedom
  • Pension reform what you need to know
  • Personal pensions
  • Planning for the quality of life you want in your golden years
  • Securing a bigger annuity income
  • Self invested personal pensions
  • Smoothing out your portfolios returns
  • State pension changes
  • Surviving investment volatility
  • Trusts
  • Valuing your estate for inheritance tax
  • Workplace pensions
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Simpson Financial Services Limited is Authorised and Regulated by the Financial Conduct Authority
PLEASE NOTE: The guidance and/or advice contained within this website is subject to the UK regulatory regime,
and is therefore targeted at consumers based in the UK.

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