New Year, New Financial Goals!

Happy New Year from everyone at The EB Partnership! The new year is a great time to get you and your companies’ finances in order and we would love to assist you.

At the EB Partnership we provide financial wellbeing 1-2-1 sessions for both individual clients and companies. Financial wellbeing sessions can either be face to face or online and can cover a wide range of topics such as:

  • How much should I be paying into my pension?

  • Should I be consolidating my pensions?

  • What are ISAs, GIAs, Trusts & Bonds?

  • When should I start planning for my retirement?

  • How to plan for private school fees

  • Inheritance Tax Planning

  • What kind of Insurance do I need?

  • Tax Planning

  • Divorce and Pension Sharing

To find out more information and the help we can provide you, please contact enquiries@theebpartnership.co.uk