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Wealth Preservation

How to prevent your family wealth being squandered

How many times have you seen family wealth squandered? Lavish lifestyles, unwise investments, and naive business decisions quickly burn through inherited family wealth.

You know that it usually takes a lifetime of hard work, long hours, risks, and sacrifices to build up a family business and worthwhile levels of family wealth. So how will you prevent your business and family wealth […]

Pension Freedom means more personal responsibility

Although many people welcome the additional choice offered via the new pension regulations, you now have much more responsibility to make sure your pension pot will last for your retired lifetime. That’s a daunting responsibility because that could mean planning for 20 years of spending with no earnings – just living off your pension income.

Our latest guide provides a plain-English […]

Wealth Preservation

Creating and maintaining the right approach to your wealth preservation plays a vital role in securing your financial future. Whether you are looking to mitigate tax, invest more tax-efficiently or preserve your wealth for future generations, we can provide the quality advice, comprehensive solutions and ongoing service to help you achieve your financial goals.

To find out more, please contact us.

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Essential tax and wealth strategies

Tax is a highly sensitive subject for most individuals. In this guide, we consider a number of tax planning and wealth strategies.

ad+ can show you how to improve your financial position and structure your affairs so that you don’t have to pay more tax than you legally have to.

The tax clock is ticking – is it time to […]

Take stock of where you are and where you want to be, and plan how best to get there.

Successful long-term wealth creation requires the right balance between shares, bonds and other investments. In the Guide to Investing in 2016, we consider a number of different solutions available to you, and each section explains the basic facts.

There are a number of factors you should consider before deciding on what kind of approach is most suitable for you. These include […]

Invest now to provide for children’s financial future

Saving on behalf of your children or grandchildren is a wonderful gift which could make their future more financially secure. Not only can they start their adult lives with some funds in hand, but getting them involved early with saving and investing also helps them learn important lessons about money. To find out more about the different options available, please […]

Preserve your wealth for you and future generations

Check your status and the latest regulations
Because of constantly evolving tax rules, it is important to re-examine the arrangements you have put in place to preserve the wealth you have accumulated from a lifetime of hard work.

This is often an emotional matter, which might tempt you to delay making decisions. However, you do have an opportunity to ensure that your […]

Income Protection

How long could you pay your bills if you were not earning?
Could you continue to cover your basic day-to-day living costs, household bills, rent or mortgage repayments if you unexpectedly suffered an illness or had an accident that prevented you from working? Income protection insurance is generally cheaper than most people think, and in the majority of cases, some cover […]

ad+ Smart Money for November/December 2015

Confused about retirement planning?
If you are feeling confused about your retirement planning options it’s not surprising. Massive changes have taken place during the past year with the introduction of ‘pension freedoms’. Despite the confusion, it remains essential that you make adequate financial provision for retirement. We consider your options on page 8 of this edition of ad+ Smart Money magazine.

This […]

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