Are you are maximising your income options at retirement? As a director of a company, have you considered your retirement income planning options, exit strategies, share option agreements & associated protection? Are your investments tax-efficient and achieving their maximum potential?.
As Independent Financial Advisors we are able to provide personalised advice in a host of areas, including Investments, Inheritance Tax Planning and Corporate / Trustee Planning.We adhere to strict Financial Conduct Authority guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.
As Independent Financial Advisors we are able to provide personalised advice in a host of areas, including Investments, Inheritance Tax Planning and Corporate / Trustee Planning.We adhere to strict Financial Conduct Authority guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.
Services
We are Independent Financial Advisers, and as such can offer you advice from the marketplace as a whole. We pride ourselves on getting to know you as an individual and we offer a free initial meeting at your home or business to determine your specific needs and whether we may be able to help. We are based in Wolverhampton but we also travel further afield to offer services to clients throughout the UK.
We are committed to providing an honest, unbiased, and personal service to our clients. Trust is one of the most important aspects of being a good financial adviser and we are advising three generations of family members in some cases. You can read about some of their experiences in the testimonial section.
Although many of us already have savings and investments, we can help to ensure you are making use of available tax allowances and reliefs and that your investment planning is tax efficient, and meets your goals and objectives. It may be that you have an ISA, TESSA, PEP, investment trust, collective investment or investment bond and you are not sure how these are performing or how they are structured.
We are all living longer and this is a fact. Many of us have made provisions for funding our retirement, however with the pension freedoms that were introduced in 2015, the road forward can be confusing. Added to this the fact that many of us will have multiple pensions to consider as well as a potential risk of over-funding or under-funding, the added benefits of taking advice really can't be underestimated.
Many people will have built up assets over the years, with their house possibly being one of the most valued. It is important to consider the tax implications upon death in order to ensure the amount of inheritance tax due is reduced and the wealth can be passed on effectively. We can help you to implement strategies for mitigating and managing your inheritance tax position and therefore create an effective legacy.
Reviews (1)
Adam Tallack
Aug 02, 2018
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