01749670087 enquiries@pilgrimfp.co.uk

Services for professional connections

Example areas of advice include

  • Trusts and Trustees investments - tax efficient 'income'
  • Advice for Attorneys (Enduring and Lasting) - management of funds, creating sources of available capital / income
  • Later life - older clients - day to day management
  • Care and Later Life funding - liaison with personal representatives
  • Mitigation of Inheritance tax - liaison with professionals, clients and families
  • Transfer of assets down to other family
  • Tax Planning - use of capital gains, income and inheritance tax allowances
  • Advice for Charities in terms of employees and investments / bank accounts
  • At retirement advice - in terms of the choices, Drawdown, tax free cash, annuities, open market options, enhanced annuities etc
  • Consolidation of and management of pension funds often involving commercial property purchase
  • Audit of Risks associated with Business Owners re divorce, ill health, death, key people cover
  • Group life/ ill health cover for employees
  • Funding of pensions, tax efficiency for companies
  • Redundancy advice - pensions, replacement of ill health benefits / life cover
  • Philanthropy generally - management of charitable and personal trusts created in lifetime and via Wills
  • Retirement seminars


Pilgrim Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 539738 http://www.fca.org.uk/register.

Pilgrim Financial Planning Ltd Registered Address: Thyer House, Wells, BA5 2RR. Registered in England & Wales, No. 7450215.

Neither Pilgrim Financial Planning Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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