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Monday 9am - 5:30pm Tuesday 9am - 5:30pm Wednesday 9am - 5:30pm Thursday 9am - 5:30pm Friday 9am - 5:30pm

Beaufort Financial Plus

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Beaufort Financial Plus

We offer expert advice and guidance to help you plan, live and maintain your dream lifestyle.

13/09/2023

A little-known process for paying inheritance tax is sending payments soaring for bereaved families thanks to the Bank of England.
The issue arises where a family has an inheritance tax (IHT) liability to pay after losing a loved one.

The Government, to give families the ability to pay the liability without being forced to sell the assets such as home, offers payment by instalment.
But there is a little-known caveat to this which is sending payments soaring for many.

Interest rate hikes from the Bank of England are hiking these IHT payments. Families are obliged to pay an interest rate of the Bank of England base rate plus 2.5%.

Read the rest of this article and other articles on the news page on our website.

09/08/2023

One in four savers worry they won’t have enough money to retire on, new data from the Pensions and Lifetime Savings Association shows.

The research, which canvassed people saving into workplace pensions, shows that there is considerable uncertainty over whether workers can put enough away amid issues such as the rising cost of living.

Read the rest of this article and other articles on the news page on our website

12/07/2023

Energy bills are set to soar again this winter as the energy crisis in Europe worsens.

Prices have soared in the past year as demand surges – this has been greatly exacerbated by the conflict in Ukraine and ensuing tensions with Russia.

Although tricky, this means it is still possible to save money on your energy bills. There are a few ways of doing this.

Make changes to your home

The first, and more costly way to make long-term changes to your energy consumption is by changing the way your home uses, conserves, or even produces energy.

19/06/2023

“Dads are most ordinary men turned by love into heroes,
adventurers, story-tellers and singers of song.”

The entire Beaufort Financial Plus team would like to wish you all
a great fathers day !

01/06/2023

Need help understanding all things finance? Head over to our resources portal on our website where you can find helpful information and videos. We’ve compiled what we believe to be the most useful materials for you to watch.

22/05/2023

With fuel prices soaring, and the cost of used cars continuing to rise in the wake of the pandemic, you might be wondering if now is the right moment to take the plunge and buy a new electric car.

In 2021 11.6% of new car sales were electric, according to the Society of Motor Manufacturers and Traders (SMMT). Looking at December alone, this number rises to 16.5%, showing a clear upward trend.

Read the rest of this article and other articles on the news page on our website.

08/05/2023

For all things financial news, head over to the news section on our website to keep up to date with current financial information From news articles, client blogs, and our "The world in a week" weekly article.

24/04/2023

Finding an equitable way to share the matrimonial assets during divorce can be one of the hardest parts of the divorce process. Ensuring both parties are able to fulfil their short-term and long-term financial objectives can prove a difficult balancing job between sharing liquid assets and income now, and pension assets built for the future.

Beaufort Financial Plus has considerable experience and knowledge of the divorce process and its technical complexities, to be able to provide a holistic advice and planning service to you and your solicitor.

We can build a plan which details various settlement options, so you can see how your financial future will look post-divorce.

We can provide guidance on how the pension assets should be divided to gain an equitable settlement.

Where an external share has been agreed by both parties, we can advise the receiving spouse on where and how the new pension should be held and invested.

We will provide clear recommendations on the type of plan to hold the pension credit and, where appropriate, the investment funds would be best kept, to help you achieve your financial goals.

We will help you with the implementation of the pension sharing order to ensure that all regulatory requirements are met, and the pension credit is set up exactly as the receiving party wishes.

We offer a free no-obligation initial consultation to discuss your financial needs.

Contact us on 01172900464 [email protected]

09/04/2023

Wishing everyone a happy Easter and a
Egg-cellent day!- Beaufort Financial Plus

19/03/2023

"A mother is she who can take the place of all others but whose place no one else can take.”
—Cardinal Mermillod

Happy Mother's day from us here at Beaufort Financial Plus

17/03/2023

Knock-knock! Who’s there? Warren. Warren who?
Warren anything green for St. Patrick’s Day?

Wishing you all a very happy St Patrick's day From the entire
Beaufort Financial Plus team!

06/03/2023

Thank you Craig Killick for such positive feedback. Here at Beaufort Financial Plus, we thoroughly enjoy receiving feedback especially when it's this positive.

If we have had the pleasure of working with you before please leave us a review

Address

Kingsgate, High Street
Redhill
RH11SH

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Website

http://www.beaufortfinancial.co.uk/plus

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