Watermark Wealth Management,
62 High Street,
Burnham-on-Sea,
Somerset.
TA8 1PE.
Phone: 01278 794 499
Fax: 01278 794588
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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 […]
The average 50-year-old believes they need another £50,000 in savings and investments, including pension and property equity, in order to feel financially secure, new research [1] from MetLife shows.
Average net worth of 50-year-olds
MetLife’s study of the finances of 50-year-olds shows their average net worth is around £179,000 [2] – equivalent to […]
Making the right decision to protect your personal and financial situation
With so many different protection options available, making the right decision to protect your personal and financial situation can seem overwhelming. There is a plethora of protection solutions which could help ensure that a lump sum, or a replacement income, becomes […]
Choosing the right solutions that are most relevant to your current lifestyle is the key
Most of us don’t like to think about how we would manage if we were ill and unable to work. But it’s important to sit down and think about the future in this way, if only to give both […]
Passing on wealth in a tax-efficient manner
Inheritance Tax (IHT) is an issue affecting increasing numbers of households across the country. Changes introduced in Chancellor Alistair Darling’s pre-Budget report in October 2007 have made it possible for couples and civil partners to combine their individual IHT allowances, so that it is easier for them to protect […]
Choosing the right life assurance will enable you to protect your family’s lifestyle in the event of your premature death, help them cope financially and protect them from financial hardship.
That’s why obtaining the right advice and knowing which products to choose – including the most suitable sum assured, premium, terms and […]