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...

Expert advice

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

Close-up of typing male hands
New english street view
LONDON - 22ND, NIV 2017: Chancellor of the Exchequer, Philip Hammond, holds the famous red box on the steps of Number 11 Downing street, before leaving for the Palace of Westminster to deliver it to the House
Studio shot of man holding white sign with the words Thank You
Brexit on United Kingdom membership of the European Union London skyline concept with businessman.

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.

DOWNLOAD HERE

News and comment

Global markets – the 2018 investment year

By Richard Jackson | 23rd January 2019

The world’s share markets mostly saw falls in 2018.  2018 was a very different year for investors from 2017. During that year, the global markets generally produced positive returns with very little volatility. Both years had their fair share of dramas, with Brexit and Donald Trump sources of concern across the 24 months. However, whereas…

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Self-employed pensions – filling the hole

By Richard Jackson | 21st January 2019

The Department for Work and Pensions (DWP) is aiming to expand coverage of self-employed pensions.  Pension automatic enrolment has become a major success since it was launched nearly seven years ago, with almost ten million people joining a workplace pension arrangement. Take-up rates have been much higher than some pundits had forecast – the latest calculation from…

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Understanding the Child Benefit Charge

By Richard Jackson | 14th January 2019

January 7 marked the fifth anniversary of the Child Benefit Charge – a tax on child benefits, an imposition that is still not widely understood.  The High Income Child Benefit Charge (HICBC), to give child benefit tax its correct name, was introduced in a rush by George Osborne – so much so that it began…

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Shake up your New Year’s resolutions

By Richard Jackson | 11th January 2019

Some people prefer to talk about intentions rather than new year’s resolutions. And to try to look beyond the short-term goals to longer term outcomes to boost the likelihood of sticking to them.  Here are four simple financial New Year’s resolutions. They need only one-off actions, so they should be easier to stick to. And…

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New earnings thresholds for auto-enrolment

By Richard Jackson | 8th January 2019

In early December the Department for Work and Pensions (DWP) announced the thresholds that should apply to automatic enrolment pension contributions from 6 April 2019. We say ‘should’ because, strictly speaking, they need final approval from the Secretary of State, although any change is extremely unlikely. There are three key levels to be aware of:…

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Office of Tax Simplification’s first report on inheritance tax

By Richard Jackson | 21st December 2018

The Office of Tax Simplification (OTS) has published the first part of its inheritance tax (IHT) simplification review. The report highlights a variety of issues with the current IHT system: Inheritance tax returns are submitted for about half of all estates, even though tax is paid by less than 5%; Most of the paperwork cannot…

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Jackson Toms

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.

Retirement planning

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.

About Us

Jackson Toms Financial Services are experts in:
■ Pensions
■ Life Cover
■ Retirement Planning
■ Income Drawdown
■ Bringing Pensions together
■ Ongoing Investment Advice

Contact Us

To find out more about the services we offer and the advice we, call us on 01536 526088 for a free initial meeting - or drop us a line…

New Horizons

Planning for your future is easier with the benefit of expert pensions advice. Read what some of our clients say about us...Just click here 

Keep informed

Stay up to date with the complex and changing world of personal finance and planning with out monthly newsletter. Read more here...