Watermark Wealth Management,
62 High Street,
Burnham-on-Sea,
Somerset.
TA8 1PE.
Phone: 01278 794 499
Fax: 01278 794588
Login to our client 'inspired' extranet by clicking on the 'inspired' logo below
Who to entrust with your savings is probably one of life's most important decisions. For us it is with Mark Woods and his visionary and inspired
New rules mean women could increase their pension income by over 20 per cent
The new 20 per cent uplift in capped income withdrawals will come into force on 26 March this year, and people could start to see the benefit of this uplift from the start of their new income year following […]
Tax planning checklist 2012/13 for you,
your family and your business
Make sure you take advantage of the wide range of year-end tax planning opportunities available this year. Here is our checklist of the main top ten areas to consider for you, your family and your business.
For myself AND my family […]
The cost of bringing up a child until they reach the age of 21 has hit an all-time high
Having children has never been more expensive, with the cost of bringing up a child until they are 21 at an all-time high of £222,458. This is more than £4,000 up on last year […]
An important requirement, especially if you’ve
retired or are approaching retirement
How do you generate a reliable income when interest rates are stuck at all-time lows and the Bank of England’s quantitative easing policy of ’printing’ money is squeezing yields on government bonds (gilts) and other investments?
Your ability to generate income
With more of us […]
This important one-off decision has long-term consequences if you get it wrong
If you save through a private pension, when you approach retirement age you’ll have to decide what to do with the pension fund you have built up. If applicable to you, one option is to buy an annuity. It’s important to […]
Take the legwork out of your retirement planning
People are living longer and the number of retirees is growing. Longevity should be a blessing but many investors are worried they will outlive their savings. So it is essential to consider saving for retirement as early as possible and to decide where best to […]
What do you want to achieve from your investments?
Whatever your needs, we can help. You may wish to entrust the entire wealth management process to us, or make the investment decisions yourself and still leverage our extensive services and expertise.
Developing an investment strategy requires that you clearly define the short, medium and long […]
Safeguarding and protecting your family’s standard of living
Bad news can impact on any one of us at any time, in the form of an illness or sudden death. We don’t like to think about it but we do have to plan for it. So having the correct protection strategy in place will […]
Different investments have different tax treatment
If you or your partner is a non-taxpayer, make sure that you are not paying unnecessary tax on bank and savings accounts. Avoid the automatic 20 per cent tax deduction on interest by completing form R85 from your bank or product provider or reclaim it using form […]
Preparing for whatever economic ups and downs might be ahead
The volatility in global markets over the past four years has tested the nerves of even the most experienced investors, making it a difficult time for individuals who rely on income from investments for some or all of their needs. The search for […]