Family Wealth Management

David and Elizabeth (Aged 74 and 70) had run a building contractors for over 40 years and have now been retired for a number of years. David had managed their personal finance’s diligently and successfully for their entire working life, over which time they had built up a net worth of £3 million. As they […]

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Choosing a Retirement Income

Brian (Aged 59) is the owner of a family run business. He is planning on retiring from full-time work at age 60 and is keen to find out what his options are for taking income from his pensions. His son will take over the day to day running of the business but as Brian has […]

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Preparing for Retirement

Andrew (aged 50) is a Director in a local company. He has two pension plans, a group personal pension from previous employment and a second from his current employer, who is also paying in contributions. He is married with two children, both of whom have moved out, are completing university and working part time. He […]

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Young Family

Peter and Claire came to meet with us shortly after they got married. Peter was a Shareholder and Director in a recent business start up and Claire had recently started working as a GP in a local surgery. They owned their own house and had savings of £40,000 in Cash ISA’s. Peter also had a […]

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A guide to Auto- Enrolment

The government currently estimates that around seven million people in the UK are not saving enough for their retirement. People are also living longer so the size of their pension fund needs to be greater to fund this. The government have realised they may not be able to afford to keep state pensions at their […]

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mts accounts belfast

MTS relocates to Belfast Waterfront area

MTS Chartered Accountants and MTS Wealth are delighted to announce the opening of their prestigious new offices in Belfast’s waterfront area. We made the move in September 2013 and are now well settled in. After twelve years in our previous offices in Bedford Street, we decided the time was right to relocate to the up […]

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