Services
Financial Planning
Now, more than ever before, with global financial markets in disarray, it’s vital to take reliable professional advice about investments, savings, pensions and all other financial issues. We have provided our clients with sensible, expert input during both upturns and downturns for over 30 years.
It’s not just about getting a solid short-, medium- and long-term return on your investments – it’s also about ensuring that your money is safely ring-fenced against any eventuality. We have developed some sound, sensible strategies for defensive investing and flexible forward planning.
Tax mitigation doesn’t have to be taxing
Another key aspect of financial planning is defending your assets against unnecessary tax charges. We can assist you in that area by providing information and guidance about legitimate, tried and tested tax mitigation measures, such as trusts*, estate planning and inheritance tax planning.
The Financial Conduct Authority does not regulate tax or trust advice.
Our Services
Pensions
Securing Your Future: The Importance of Pensions in Retirement Planning
Investments
Unlocking Financial Potential: Tailored Investment Solutions for Your Goals
Retirement Planning
Smart Retirement Planning: Regular Reviews for a Secure Future
Annuities & Drawdown
Navigating Retirement Options: Annuities and Flexible Drawdown Explained
Estate Planning
Preserving Your Legacy: The Importance of Efficient Estate Planning
Trusts
Protecting Your Wealth: The Role of Trusts in Mitigating Inheritance Tax
The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Abraham Associates is a trading name of Louis Abraham, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Abraham Associates is not a business in its own right, it is part of Louis Abraham, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited. The Openwork Partnership is one of the UK’s largest Financial Advice networks, with over 4,500 advisers and in excess of 700 appointed representatives based throughout the UK.
Approved by The Openwork Partnership on DD-MM-YYYY
This Website
The information on this website is subject to the United Kingdom regulatory regime and is for the use of residents of the United Kingdom only.
No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Your Mortgage
YOUR MORTGAGE IS A LOAN SECURED ON YOUR HOME.
Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.