Financial planning and strategy guide 2013/14
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| In most sections of this guide, you will find a range of the areas where we can advise. To schedule a planning meeting or to review a specific area of tax and financial planning, please contact us now. |
This comprehensive guide provides important information for your financial planning both in the short and long term.
Proper tax and financial planning can reduce or defer the tax you pay, freeing up more of your cash for investment, business or personal purposes. This is particularly poignant as the ongoing sluggish economy and the potential destabilising financial threats from some countries in the eurozone continue to impact on our plans and finances.
Planning is the starting point for growing your wealth and building financial security so that you are as prepared and secure as possible when market and/or financial reverses occur.
This extensive guide outlines some of our thoughts and basic strategies that you might like to discuss with us for the current tax year. There is no substitute for personal advice - we are committed to helping you to plan and prosper.
An introduction to tax planning
Tax planning is the legal process of arranging your affairs to minimise a tax liability, and... Read more
Financial planning for life
Throughout life, from childhood to retirement, circumstances and priorities change. At every... Read more
Planning for you and your family
No matter what your age, personal or financial status, you will have dreams, and expectations... Read more
Tax planning for businesses
If you are thinking of starting a business, you should consider, among other factors, the... Read more
Tax and leaving your business
The impact of the economic downturn has damaged many people's financial aspirations and, as a... Read more
Tax and employment
Many people can go for years paying too much (or, perhaps more worryingly, too little) tax. It... Read more
Tax and the company car
Details of how the tax system works with company cars. Read more
Planning for retirement
For many people their retirement plans have been devastated by the fall of the stock market in... Read more
Building your wealth
Making your savings grow and being able to retire when and how you want is one of your most... Read more
Estate planning
Estate planning should start early in life. If your estate is large it could be subject to... Read more
Charitable giving
Gifts to charity can take many forms. In this special supplement to our guide we will focus on... Read more
