Caring for those around us
For a brighter old age
For your peace of mind
For expert impartial advice
Jackson Toms - the pensions specialists
The local pensions specialists
If you require pension advice look no further than Jackson Toms, the pensions specialists. We are highly experienced financial advisers, offering a professional independent service to our clients since 2003.
The value of the investment can go down as well as up and you may not get back as much as you put in.
Why Jackson Toms
Our reputation is built on the quality of service we provide. Our advice is based on a full understanding of every client's personal circumstances and We perform a full fact find into what is best for your specific situation.
Call us today to make an appointment or fill out our Contact Us form...
Making plans for the future - and understanding the financial options for retirement available to you are among the most important decisions that we make in life. That's why the help of a qualified independent advisor can help.
For a no-charge first meeting with Jackson Toms, contact us today.
Last Budget before Brexit - how the changes will affect you
Our free plain English guide to Philip Hammond's latest Budget (the last before Brexit), contains a full review of changes to personal taxation, pensions, investment allowances, capital gains tax, car tax, national insurance contributions and changes in the financial landscape for business.
News and comment
The current fees are £215 for individual applications and £155 via a solicitor, with nothing payable if the estate value is up to £5,000. Under the new banding, there is a maximum effective charge for probate of 0.5% of the estate, which is triggered at £50,000 (a £250 fee) and £500,000 (a £2,500 fee). The…Read More
The State Pension Age (SPA) became equal for men and women for the first time, at age 65, on 6 November 2018. Having reached this landmark, the next stage of SPA increases has already started. For both men and women, the state pension will become payable for anyone born between 6 December 1953 and 5…Read More
A 2.6% rise in the single tier state pension was announced in the 2018 Budget. The increase to the single tier state pension, and its predecessor the basic state pension, will apply from next April. Other state pensions, such as the State Earnings Related Pensions Scheme (SERPS), will rise by 2.4%. The higher increases for…Read More
Inflation still outpaces nearly all available deposit rates. At the end of September, the US bank, Goldman Sachs, launched a new online easy-access savings account in the UK under the name of Marcus. It has offered a similar account in its home territory since 2016, gaining over 1.5 million customers according to the bank’s second…Read More
Imagine you are named as the executor and a beneficiary of your wife’s wealthy aunt. You learn that she is suffering from terminal cancer and has ‘a very impaired lifespan’. What do you do? This is what happened in the case of Nader and others v Revenue & Customs. The executor/beneficiary, a Dr Nader, decided…Read More
Two recent events have shone different lights on the government’s view of unmarried couples. As the graph shows, marriage has been drifting out of fashion for close to 50 years. There are now over 3.3 million unmarried couples in the UK, of which nearly half have children. In spite of this major social change,…Read More
Jackson Toms Financial Services Limited was founded in 2003 by Richard Jackson and Martin Toms, who ran his own accountancy practice from 1982 to 2006. We have worked extremely hard to build and develop an excellent reputation in Northamptonshire, Leicestershire, Rutland, Bedfordshire and Cambridgeshire. We have done this by providing financial services which are tailored around the unique requirements of the client.
Whatever your feelings, retirement is probably the major opportunity of your life for a new and potentially very enjoyable phase of life in which you and not others manage your time.
At Jackson Toms we will do a full fact find to see what will best suit your needs.
Call us today to make an appointment for Retirement Planning in Kettering on 01536 526 088.
Jackson Toms Financial Services are experts in:
■ Life Cover
■ Retirement Planning
■ Income Drawdown
■ Bringing Pensions together
■ Ongoing Investment Advice