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
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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
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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

Could we see the back of inheritance tax?

By Richard Jackson | 15th July 2019

A paper presented to the Labour Party has suggested the abolition of inheritance tax (IHT).  Labour Party proposals to kill off inheritance tax (IHT) and replace it with a gifts tax were reported across several newspapers last month. The coverage was somewhat creative, as the idea was plucked from a paper prepared for the Labour…

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When it comes to funds, the best advice is personal

By Richard Jackson | 11th July 2019

The recent problems with the suspension of dealings in a heavily promoted UK equity income fund have exposed the blurred line between advice and guidance.  According to the Investment Association (IA), there are around 3,500 funds on sale in the UK. The IA sorts these into over 30 individual investment sectors, although about 10% are…

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Implications from the over-75 TV licences row

By Richard Jackson | 8th July 2019

The BBC’s decision to scrap universal free TV licences for the over-75s is part of the larger debate about our growing ageing population.  Free TV licences for the over-75s were introduced by Gordon Brown in his 2000 Budget. It was a classic rabbit-out-the-hat Budget measure, designed to please at a relatively modest initial cost.  Wind…

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2019 stock markets defy analysts’ predictions

By Richard Jackson | 4th July 2019

The world’s stock markets had a buoyant first six months. The final few months of 2018 were a dark time for the world’s stock markets, with concerns about US trade policies and the backwash from the Brexit uncertainty leaving many markets posting an overall loss for the year. The prospects for 2019 did not look…

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How well do you understand inheritance tax?

By Richard Jackson | 1st July 2019

A survey by HMRC published in May concluded that the public have a relatively poor knowledge of inheritance tax (IHT) rules and lack of confidence in what they do know.  HMRC recently commissioned a surveyof 947 people who had made gifts in the last two years. To assess knowledge of the IHT system among these…

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Dividends wobble with 40% cuts

By Richard Jackson | 28th June 2019

Recent dividend announcements have been an unwelcome reminder for some investors that peaks also have downsides.  Dividends matter to investors in UK shares. The UK stock market has historically been one of the higher yielding of the world’s major share markets. For example, on 24 May the average dividend yield in the UK, based on…

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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...