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CS Financial Management Limited. We are an experienced team of financial advisers providing financial advice to individuals and businesses in Blackpool and the surrounding areas. Welcome to CS Financial Management Limited. CS Financial Management Limited is a firm of Independent Financial Advisers who are authorised and regulated by the Financial Conduct Authority. We are now located in spacious ground floor offices in the professional area of Blackpool. Full details of the options you have for payment o...

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Home - CS Financial Management Limited | csfin.co.uk Reviews

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CS Financial Management Limited. We are an experienced team of financial advisers providing financial advice to individuals and businesses in Blackpool and the surrounding areas. Welcome to CS Financial Management Limited. CS Financial Management Limited is a firm of Independent Financial Advisers who are authorised and regulated by the Financial Conduct Authority. We are now located in spacious ground floor offices in the professional area of Blackpool. Full details of the options you have for payment o...

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3 enquiries@csfin co uk

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6 mortgages

7 savings and investments

8 pensions

9 estate planning

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Home - CS Financial Management Limited | csfin.co.uk Reviews

https://csfin.co.uk

CS Financial Management Limited. We are an experienced team of financial advisers providing financial advice to individuals and businesses in Blackpool and the surrounding areas. Welcome to CS Financial Management Limited. CS Financial Management Limited is a firm of Independent Financial Advisers who are authorised and regulated by the Financial Conduct Authority. We are now located in spacious ground floor offices in the professional area of Blackpool. Full details of the options you have for payment o...

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csfin.co.uk

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Market Analysis

http://csfin.co.uk/Market_Analysis/Market_Analysis_1

Children's / Grandchildren's Trusts. When making investment decisions, there are a lot of things to consider and just as important as the initial decision of where to invest, is to keep an eye on how investments and markets are performing. Working with a number of leading investment specialists, expert analysis will be provided, looking at key drivers and markets - home and abroad. See below for the latest review and scroll down to see previous ones. Views expressed are those of the investment manager.

2

Children's / Grandchildren's Trusts

http://csfin.co.uk/Estate_Planning/Trusts

Children's / Grandchildren's Trusts. Children's / Grandchildren's Trusts. Many people do not feel that this provision is suitable and therefore include this special and flexible trust in their professionally drafted Wills. These are also exceptionally flexible trusts. Should the trustees feel that it is suitable, they can advance funds to the children prior to the age of inheritance. For example, should a child need medical care or require funds for university. Citywire Money: Latest News. Tuesday Papers...

3

Workplace Pensions

http://csfin.co.uk/Pensions/Company_Pensions_1

Children's / Grandchildren's Trusts. Workplace Pensions (Auto Enrolment). Many companies offer a pension scheme to their employees. There are numerous different types available and usually the company will put some money into your pension if you decide to join. It is important that you take into account your existing pension provision or that from your previous employer before making any decisions. What do the changes mean for employers? Who needs to be automatically enrolled? Who can opt in? Employers w...

4

Personal Pensions

http://csfin.co.uk/Pensions/Personal_Pensions_1

Children's / Grandchildren's Trusts. Personal and Stakeholder Pensions. Personal Pensions represent a popular and attractive way of saving for your retirement. All monies invested into your fund grow free of capital gains tax, and the contributions you make are enhanced by income tax relief at source. For example if you invest £80, the government adds on tax relief (currently 20%) to enhance your contribution to £100! Stakeholder pensions are similar to personal pensions but have their charges capped at ...

5

Retirement Income Options

http://csfin.co.uk/Pensions/Retirement_Income_Options_1

Children's / Grandchildren's Trusts. Your Options At Retirement. From age 55, there are a number of options available to you including:-. Draw your benefits available from the existing provider. Purchase an annuity with a different provider on the Open Market. This could potentially increase the payments to you. Move to Flexi-access Drawdown (or Third Way Plan). Use the Uncrystallised Fund Pension Lump Sum (UFPLS) rules. Move to Phased retirement. Move to a combination of the above. You are able to vary ...

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Home - CS Financial Management Limited

CS Financial Management Limited. We are an experienced team of financial advisers providing financial advice to individuals and businesses in Blackpool and the surrounding areas. Welcome to CS Financial Management Limited. CS Financial Management Limited is a firm of Independent Financial Advisers who are authorised and regulated by the Financial Conduct Authority. We are now located in spacious ground floor offices in the professional area of Blackpool. Full details of the options you have for payment o...

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