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  • Our Company
    • About Us

      About Us

      The Ashwood Law name started out in 1982 as unincorporated Partnership ‘Ashwood Law’. Throughout the last 38 years the business has evolved and Ashwood Law Wealth Management Ltd was incorporated in 1998 as a new name for our Financial Planning advice business. We have a great team of experienced financial advisers and administration staff and we cover the whole of the Midlands and the UK!

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      01530 267150

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    • Our Team

      Our Team

      Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

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      01530 267150

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  • Services
    • Financial Planning
      • Introduction to Financial Planning

      Financial Planning

      Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

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    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness

      Protection

      There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you – we hope it doesn’t – but it might.

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    • Savings & Investments
      • Introduction to Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments

      Savings & Investments

      Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added. Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access or are for a fixed term.

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    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity

      Business Protection

      Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk. With that in mind we can help you take the right steps to protect your people and your business.

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      Give us a call on 01530 267150 or drop us a message!

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    • Mortgages
      • Introduction to Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy to Let
      • Self Build Mortgages

      Mortgages

      Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges interest: the same is true of a mortgage. A mortgage is a ‘secured’ loan, which means that the loan is secured against the property being purchased until the mortgage is paid off. Sources of residential mortgages include high street banks, building societies and other types of less well known financial institutions.

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      Give us a call on 01530 267150 or drop us a message!

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    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs

      Equity Release

      If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. It is advised that you seek Independent Legal advice before entering into a legally binding equity release contract.

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      Give us a call on 01530 267150 or drop us a message!

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    • Pensions
      • National Employment Savings Trust
      • Defined Benefit Pension Schemes
      • Retirement Planning
      • Occupational Pensions
      • Annuities
      • Income Drawdown/Unsecured Pension
      • Personal
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP

      Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

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      Give us a call on 01530 267150 or drop us a message!

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    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
      • Wills

      Wealth Management

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

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      Give us a call on 01530 267150 or drop us a message!

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    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax

      Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.

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      Give us a call on 01530 267150 or drop us a message!

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  • Newsletters
  • Testimonials
  • Enquiry Forms
    • General Enquiry

      General Enquiry

      Please fill out this form or the form on our Contact Us page if you have a general enquiry.

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      Give us a call on

      01530 267150

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    • Mortgage Enquiry

      Mortgage Enquiry

      Please fill out this form if you wish to make a specific mortgage enquiry.

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      Give us a call on

      01530 267150

      or drop us a message!

      CONTACT US TODAY!
    • Investment Enquiry

      Investment Enquiry

      Please fill out this form if you wish to make a specific investment enquiry.

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      Give us a call on

      01530 267150

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    • Protection Enquiry

      Protection Enquiry

      Please fill out this form if you wish to make a specific protection enquiry.

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      Give us a call on

      01530 267150

      or drop us a message!

      CONTACT US TODAY!
    • Pension Enquiry

      Pension Enquiry

      Please fill out this form if you wish to make a specific pension enquiry.

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      Give us a call on

      01530 267150

      or drop us a message!

      CONTACT US TODAY!
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  • Contact Us

  • Main Menu

  • Home
  • Our Company
    • About Us
    • Our Team
  • Services
    • Financial Planning
      • Introduction to Financial Planning
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Savings & Investments
      • Introduction to Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Mortgages
      • Introduction to Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy to Let
      • Self Build Mortgages
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs
    • Pensions
      • National Employment Savings Trust
      • Defined Benefit Pension Schemes
      • Retirement Planning
      • Occupational Pensions
      • Annuities
      • Income Drawdown/Unsecured Pension
      • Personal
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Lasting Power of Attorney
      • Wills
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
  • Newsletters
  • Testimonials
  • Enquiry Forms
    • General Enquiry
    • Mortgage Enquiry
    • Investment Enquiry
    • Protection Enquiry
    • Pension Enquiry
  • Privacy Notice
  • Contact Us

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Tax Guide 2019-20

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Essentially Wealth Q1 - 2019

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Residential Property Market Review - September 2018

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Economic Review - September 2018

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Tax Guide 2017-18

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  • Head Office - Ashwood Law Wealth Management Ltd, Ashwood Law House, Newton Road, Heather, Leicestershire, LE67 2RD
    Telephone - 01530 267150
  • Email - advice@ashwoodlaw.co.uk

Privacy Notice

Ashwood Law Wealth Management Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the Financial Conduct Authority register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

Ashwood Law Wealth Management Ltd – Registered in England & Wales, No. 03540491.  Registered Office: Hanover Court 5 Queen Street, Lichfield, Staffordshire, WS13 6QD.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 24/09/2024

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