Being a Premium Service client means more than just the PIP-VEVE strategy.
As we start 2025, here is a reminder of what else is available to you:
Help for your family – financial.
As part of the Premium Service offering, I am available to assist your close relatives including grandchildren, children, parents, siblings, nieces and nephews as needed.
All they need do is schedule a Zoom with me here: https://calendly.com/jeremytcfp/your-money-mentor
Or otherwise email jeremy@townclose.money or message 07954 136 639.
Depending on their circumstances and the work that needs doing, they will be covered by the fee you pay, or their fee will be significantly discounted.
Help for your family – non-financial.
For non-financial matters – perhaps relating to work stress, family issues, schooling, lack of purpose etc. we have Suzan Issa on the team.
For some of us, or our nearest and dearest, there are sometimes blocks in the road where we get stuck and cannot see a way ahead.
Suzan can you (or loved one) see a way round /through / over such blocks. She has worked successfully with several of you and your families.
Good finances and a sense of well-being go hand in hand in my experience. You cannot fully enjoy one without the other being in good health.
Calendar for 2025
We do more for you than others – your circumstances(and needs) are necessarily more complex and nuanced. Which is why I personally attend to them.
The next couple of months will be taken up with tax year end matters. We will be in touch for Zooms etc. as needed to tidy up any matters.
April heralds a new tax year; we do what we can as early as possible in Spring to get you set for the rest of the tax year.
Also, from April up until late July (school holidays) I will be meeting with each of you and then again towards the end of the year. And any time in between if needs be.
And throughout 2025 we wait with bated breath to see what the government does next.
We have become well used to investment uncertainty, now we have legislative and regulatory uncertainty to contend with too.
Can we expect more changes to tax, investing and pensions rules? It is prudent to think so, although imprudent to act in anticipation of changes. We can only work with what is in front of us.
I have read tales of woe in the media from people reacting to budget rumours. They took all their pension tax-free thinking the allowance would go, or sold good assets to avoid higher tax, amongst other things. Those actions that have probably cost them much more than the changes that did and did not happen.
So, please feel reassured we have your back in more ways than you might imagine, and please get in touch if there is anything on your mind.