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The Pensions Revolution

The Budget has started a new private pension revolution which
is sure to affect your retirement planning.

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Wealth Management 1

Wealth Management

Wealth Management is an increasingly used term in the global Financial Services
industry. Although there is no stock definition, we believe it describes an advice
driven service that encompasses a variety of financial solutions.

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Mortgages 1


A mortgage loan, or simply mortgage, is used either by a purchaser of real
property to raise funds to buy real estate, or alternatively by existing
property owners to raise funds for any purpose, while putting a lien on
the property being mortgaged.

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Retirement Planning 2

Retirement Planning

Pensions, in their simplest form, are investment vehicles with tax
advantages designed to give all of us a means of accumulating
capital for retirement. This capital can then be converted into both
tax free cash and income to provide a means of living in retirement.

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Tax Planning Tips 1

Inheritance Tax

Inheritance Tax (IHT) is paid on all estates over a certain tax-exempt
amount known as the ‘nil rate band’. The current nil rate band is
£325,000 per individual and will be maintained at this level until
at least April 2021. IHT is payable on all assets above the nil rate band
at a rate of 40%.

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This section of the site contains information on the main UK retail
financial structures as well as links to information on SIPPs, investing
for children and Rosan Select.

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Funds 1


Funds are investment vehicles that pool the money of many small
investors into a range of shares or other assets. They can take the
form of unit trusts, OEICs, investment trusts or offshore funds.

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Structured Investment Portfolios

Rosan Helmsley can advise on structuring a portfolio for you
encompassing a range of separate investments whilst at the same
time ensuring that you maximise all available tax benefits.

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Wealth Management and Corporate Advisors

Rosan Helmsley was founded in March 2001, and is an independently owned and operated firm of Wealth Management and Corporate Employee Benefit advisers, authorised and regulated by the Financial Conduct Authority (FCA). Based in Guildford, Surrey, we advise a highly diverse range of private and corporate clients throughout the UK.

Being independently owned and operated, we are able to benefit our clients with unbiased objective advice. Each of our advisers is highly qualified with average experience of over 20 years in the financial services industry.

Our focus is on planning and advice, rather than selling products, and we aim to build meaningful and long lasting relationships with our clients. Many of our private client relationships extend to over 30 years, and successful financial planning inevitably requires a continuity in relationships that entails empathy, flexibility, and the ability to adapt plans over time based upon market, macro and individual circumstances.

Worplesdon Charity Golf Pro Am

In June 2020, we were delighted to sponsor a Golf Pro Am event at Worplesdon Golf Club in Surrey. The event was staged to provide a competitive tournament for golfers ahead of them returning to professional golf post the Covid lock down, and at the same time raise money for two great charities – Dan’s Fund for Burns and The Rainbow Trust – a charity providing support for seriously ill children and their families.

The event was a resounding success on a beautiful day, featured 16 European tour winners including the hosts – Andy Sullivan and Paul Waring – as well as a number of rising stars in the mens and ladies game such as Georgia Hall, Charley Hull and Inci Mehmet. The men featured a number of big names including Ross Fisher, Paul Broadhurst, Colin Montgomery, Thomas Detry (who won the event) and my playing partner, Phillip Price, who memorably beat Phil Mickelson in the Sunday singles in the 2002 Ryder Cup, which was a crucial match in securing the European victory that year.

We were delighted to be part of raising over £50,000 for the two charities and this video provides a wonderful summary of the day.

Rob Sandwith – CEO
June 2020