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.
News and comment
State pension increases and the Triple Lock are back in the spotlight. About a year ago, during the first wave of the pandemic, several think tanks started to look at the potential repercussions of the then crumbling economy on state pensions. Their particular focus was on the ‘Triple Lock’, which applies only to payments made…Read More
Over £9 billion was invested in Child Trust Funds (CTFs) as of April 2020, according to new HMRC data. If you have a child or grandchild born between 1 September 2002 and 2 January 2011, they were almost certainly the beneficiary of a government payment – either £250 or £500 – into a CTF. The…Read More
New statistics from HMRC show over £300bn invested in cash ISAs. One of the many knock-on effects of the pandemic has been that HMRC’s annual updating of statistics has suffered delays. As a result, details of ISA subscriptions and holdings for 2019/20 have only just emerged. Among many interesting facts, the data shows: Despite ultra-low…Read More
A leading pension think tank has examined this question – but the findings aren’t straightforward. Over the years, there has been much focus on the tax treatment of pensions and ways to encourage greater saving for retirement. Arguably, there has been less attention paid to the question of how much income you will need once…Read More
The first six months of 2021 have been rewarding for investors, but the next six are uncertain. The first half of 2021 was a much less traumatic ride for investors than the first half of 2020. With hindsight, last November’s Pfizer/BioNTech vaccine breakthrough announcement gave investment markets a fresh momentum that continued through the first two quarters…Read More
The Organisation for Economic Cooperation and Development (OECD) is the latest body to wade into the inheritance tax debate – on a global scale. Inheritance tax (IHT) and similar gift/estate taxes raise a very small portion of overall tax revenues in the OECD countries that have them, as the graph above shows. Even in the UK, which levies that tax at above the OECD average, IHT produces less than £1…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