INTRODUCTION
Nothing is certain but death and taxes.
During the next few weeks will consider a number of different strategies to help you protect and preserve your estate for you and your loved ones.
Benjamin Franklin once said that ‘nothing is certain but death and taxes’. This means that in the event that something happens, you and your loved ones can focus on […]
On June 18th we are running a free seminar on how you can innovate to create profit.
New services and products are essential. They lead to more sales from existing customers, winning new customers, and entry to new sectors and new markets.
REGISTER now for our innovate for profit seminar and join other local business owners to learn how ad+ and our […]
We all face many challenges each day and it can be difficult to remain focused and motivated which is when we perform at our best. With all the advances in technology we all have easy access to tools which can assist us to be in the correct frame of mind. Information from youtube, mobiles and ipods etc give easy access […]
Having a plan for the future can make the present feel less stressful
The number of people in the UK with no savings at all has risen year-on-year from eight million to over nine million, or 1 in 5 of the UK adult population, according to the 2014 Scottish Widows Savings Report. This brings the proportion of people who have savings […]
What you need to know – the main talking points
The Chancellor of the Exchequer, George Osborne, gave his fifth Budget speech to Parliament on 19 March 2014. He unveiled plans to support economic recovery – including tax breaks to boost productivity, exports and manufacturing.
The deficit Mr Osborne announced would be lower than expected this year at 6.6% – and he […]
You can accumulate substantial amounts a personal capital in a tax-efficient way via an Individual Savings Account (ISA).
From 1st July, ISAs will become even more attractive and more flexible:-
All existing ISAs will become a simpler product called the New ISA (NISA).
Your NISA annual investment limit will be increased to £15,000.
You will be able to transfer your investments from a stocks […]
Expert, flexible approach to accumulating
and managing wealth
We provide clients with an expert, flexible approach to accumulating and managing their ealth. Understanding your financial circumstances is crucial in making sure we tailor the right investment solutions for you. Regardless of what stage of life you’re in, we can help you to protect and grow your wealth.
The starting point and usual way […]
Investors should not delay in disclosing their assets
With the latest HM Revenue & Customs (HMRC) campaign aimed at targeting investors with overseas assets, some investors could be worried about the impact this could have on their overseas investments, and others could be put off from investing overseas altogether. However, it’s not all doom and gloom. Once assets have been appropriately […]
Here’s our final post in a three part series sharing some highlights from our succession planning seminar we ran at the end of March.
If you’ve missed our other posts you can find them here and here. We’ve got a couple of highlights just to finish things off. In these two videos we cover managing processes and not people as well […]
Here’s the second post in a three part series sharing some highlights from our succession planning seminar we ran at the end of March.
If you missed the first post with the first three videos in then click here. We’ve got a few more highlights for you, watch the videos below to find out why date-setting is so helpful and why […]