We want to ensure that you fully understand how our investment service is provided to you and the terms and conditions of the service. Please ensure that you review the documents below before you take out an investment with us. Thank you.

Key Facts about our Services and Costs

Terms of Business

I have read and understand the terms and conditions

Useful Links


Bank of England – committed to promoting and maintaining monetary and financial  stability as its contribution to a healthy economy

Barclays Capital – Barclays Capital Equity & Gilt Study.

Department for Work &  Pensions – to help individuals achieve their potential through employment  and work to end poverty in all its forms. – The best place to find government services and information.

HM Revenue & Customs – is responsible for collecting the bulk of tax revenue, as well as paying Tax Credits and Child Benefits, and strengthening the UK’s frontiers.

HM Treasury – the UK’s economics and finance ministry. It is  responsible for formulating and implementing the Government’s financial and  economic policy.

London Stock Exchange – at the heart of global financial  markets, one of the  world’s leading equity exchanges

Pensions Advisory Service – information and guidance on the whole spectrum of  pensions covering State, company, personal and stakeholder schemes

The Money Advice Service – free and impartial money advice, set up by the Government

The Pension Regulator – Your guide to Auto Enrolment


State Pension – what will you receive from your State Pension?

Inheritance Tax Liability – do you currently have any Inheritance Tax Liability?

ISA Allowances – what are ISA allowances and tax benefits?

Corporation Tax – what are the current Corporation Tax rates and allowances?

Pensions – what are Personal and Stakeholder pensions?

Income Tax Calculator – what income tax should I pay?

Pension Wise – what tax will I pay when drawing my pension benefits?

Tax Relief Calculator – how much tax relief could I benefit from?

Auto Enrolment – what does Auto Enrolment mean fro my Business?

Estate Planning – valuing the estate of someone who’s died

* Please note that Goldstone Wealth are not responsible for the accuracy of any of the information contained within these linked websites.