…….. and the world is looking like a scary place, as we continue moving through uncharted territory. However, there are opportunities to be taken whilst remembering the basics of financial planning – including protecting your assets, minimising tax and aiming for growth – do not change a lot. Bookmark on Delicious Digg this post Recommend [...]
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Reliable, professional help managing your personal and business finances…
The financial products or services we use to achieve the above include:
Pensions – this might be accessing pension funds, pension fund transfers, managing investments within pension accounts, saving into pension accounts or taking pension funds abroad.
Portfolio Management – Whether you have large funds needing better management or you wish to invest a smaller amount for the future, we provide both capital secured and different risk approaches to how such funds might be looked after.
Property Investment & Advice – Of equal importance to (and often more important than) the pension arena. We help with decisions of whether to buy or sell property directly, as well as helping make those tough choices in retirement as to how best to use property assets. For investors who like property we advise on, and can provide a wide variety of, different property funds
Annuities and setting up an income in retirement – Whilst we do help find the best annuity, the reality is people want help with thinking through their property, investment fund, savings and retirement plans, alongside simply finding the best annuity rate.
Tax Incentivised Investments and Savings – These include ISA’s, Enterprise Investment Schemes, Venture Capital trusts, pension contributions and investments, for the self employed and companies, that carry tax breaks.
Inheritance Tax Planning – The main goal is to protect transfer of wealth for any beneficiary including ensuring that, should the beneficiary ever be divorced or involved in bad business, the inherited funds or properties are held on to by the original family and not others! We also help plan for reducing the inheritance tax bill.
Holistic or Life Planning – This means working with people in all of the above areas, helping to bring it all together, so that they achieve the retirement they want, pay as little tax as possible and protect their monies as best as possible.
Life and Disability Insurance – vital when one has personal responsibilities or business opportunities. Not so when one doesn’t! We help to find a balance.
