“What is the difference between a Wealth Manager, Financial Adviser and Financial Planner?”
If you’re looking for professional help with your finances, one of the questions you may be asking yourself is ‘what is the difference between a Wealth Manager, Financial Adviser and Financial Planner?’
Pension contributions for directors of limited companies - what are the tax benefits?
Making employer pension contributions can reduce your company’s tax bill. Pension contributions from pre-taxed company income are an allowable business expense and so don’t attract Corporation Tax.
“How much can I give to my children and family tax free?”
There are many things we would like to leave for our loved ones when we pass away, from fond memories to heirlooms, but the one thing we don’t want to pass on is a hefty Inheritance Tax bill.
“How do I invest my money ethically?”
Investing that considers more than the bottom line goes back centuries. But the movement has evolved and it’s gradually becoming more popular among investors.
“How much do I need for a comfortable retirement?”
For many clients thinking of finishing work, their biggest question is ‘how much do I need to retire?’ Find out what to aim for and how to tackle shortfalls.
“How do I pay myself a tax-efficient income from my business?”
Structuring the way you take income from your company can shave thousands off your tax bill. Discover my top tips on financial planning for business owners.
“Can I afford to retire at 55?”
Retiring early might sound like the path to freedom but it could cause a major dent in your pension savings. Discover the pitfalls to look out for here.
“I’m worried I’m not saving enough for retirement.”
If you’re underestimating the amount you need in retirement, your goals for the future could be at risk. A mid-life check could help you get back on track.
“I want to invest in ethical pension funds.”
The pandemic is helping to push ESG investing into the mainstream. If you want to make ESG part of your pension investments, here’s what you need to consider.
“I want to get more financially organised, and stop worrying about money!”
The impact of financial advice on wealth is often talked about. Yet the value it adds in terms of emotional wellbeing is just as important for many clients.
“I’m inheriting some money, but don’t know what to do”
Coming into unexpected money could transform your life, but only if you use it wisely. From making a plan to investing appropriately, here’s what to consider.
“How can I pass on wealth to the next generation?”
Leaving a legacy for your loved ones could help your children and grandchildren become more financially secure. Discover four ways to efficiently pass on wealth.
“Could I benefit from financial advice? How much does financial advice cost?”
Financial advice can help you live the life you want, feel more confident about the future and give you a chance to think about your goals.