Wealth Preservation

  • Tax on property sales

Tax charge when you sell residential property investments

Since 1st July 2020, in most instances, you are required to report and pay tax within 30 days when you make a profit on the sale of a residential property that is not your main home.

The change has drastically reduced the previous time gap between the date of sale and the date of paying the tax.  You will now be […]

  • accountancy and tax advice

Accountancy and tax advice for property investors

Property and Wealth
Owning a property portfolio is an aim of many people. Whether the portfolio runs alongside a trading business or becomes the main focus, the appeal is to accumulate a capital asset which can produce a stream of income.

Because ad+ has so many clients who own property investments, this is a topic in which we have a special interest.

We […]

Is business your route to personal wealth?

ad+ helps ambitious business owners

Whatever type of business you run, we love to assist ambitious business owners.

Personal
wealth is increasingly being created within successful businesses. 94% of the
people on last year’s Rich List were self-made. Technology is producing some of
the fastest growing businesses and personal fortunes.

Want more good news? Analysis by the Syndicate Room found that the 506 start-ups examined grew […]

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.

DOWNLOAD […]

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 […]

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Testimonials

Being a small family run building company working on multiple construction projects at any one time we were looking to upgrade and adopt a user-friendly accounting software system, preferably combined with Payroll processing. On the recommendation of our accountants, ad+, we were introduced to Xero. Despite the daunting idea of change, thankfully we have never looked back!
Lindsay RichardsBook-keeper/Payroll AdministratorLawrie Construction

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