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David Gregory

Client newsletters

How investment bonds can help you pass on wealth

Investment Bonds. Welcome to our guide on 'How investment bonds can help you pass on wealth'. Starting estate planning early and implementing it in stages is crucial for the long term planning against Inheritance Tax (IHT). Investment bonds are a great tool in helping to preserve the wealth for future generations to come. The UK Treasury has been receiving record-breaking…
David Gregory
September 21, 2023
Client newsletters

How to be a successful investor

How to be a successful investor. Welcome to our guide on 'how to be a successful investor'. Investing is a powerful tool that can help you reach your financial goals. Whether you want to grow your wealth, generate an income, or combine both, the right investment strategy is crucial. Investing is more than just a way to make money; it's…
David Gregory
September 21, 2023
Client newsletters

How to find or trace a lost pension

Is it time to get your pension pots into shape? Welcome to our guide on 'how to find or trace a lost pension'. Tracking down a lost pension pot can be daunting, especially if you’ve switched jobs multiple times. According to research, one in six (16%) UK adults have attempted to trace or find a pension that has been lost…
David Gregory
September 20, 2023
Client newsletters

Saving and investing for the next generation

Taking proactive steps in securing your child or grandchild’s financial future is a multifaceted endeavour requiring thoughtful planning and strategic decision-making. Investing early for your child or grandchild has a multitude of benefits. It maximises the power of compound interest. Simply put, the sooner you start investing, the sooner you start earning interest on the interest you’ve already earned. This…
David Gregory
September 20, 2023
Top Tips and Tools

Ltd company structures for property portfolios

When considering whether it's worthwhile to start using Ltd company structures for property portfolios, there are several factors to consider.   Within this article, we have outlined the stage at which it might be beneficial, along with the tax advantages and disadvantages of transferring properties to a ltd company compared to holding them in your own name. The decision of…
David Gregory
August 21, 2023
Sporting Stories

Financial difficulties after professional sport

The financial difficulties that professional athletes face after retiring from their chosen sports are unfortunately not uncommon.   Despite the perception of extravagant earnings during their playing careers, many athletes find themselves facing financial difficulties once their athletic careers come to an end. In this article, we explore a real-life story of a professional athlete who struggled financially after retiring…
David Gregory
August 9, 2023
Financial Fitness

Tax efficient investments for Athletes

Which tax efficient investments can professional sports people use to help build a secure financial future?   As professional athletes in the UK enjoy success and significant earnings, they must also focus on securing their financial future beyond their sporting careers. One crucial aspect of achieving long-term financial stability is optimizing tax efficient investment strategies. Fortunately, UK athletes have access…
David Gregory
August 3, 2023
Financial Fitness

Looking After the Health of Your Wealth

This article explores how athletes can look after the health of your wealth. It’s great that you’re mindful of your physical health. Now imagine the impact it’d have on your life if you also took similar care of your wealth. With the right support, you can make sure you’re in great shape in that way too. How to keep your…
David Gregory
August 1, 2023
Client Stories

Why professional football players go bankrupt

Sadly, this happens all too often as 40% of Former Professional Football Players go Bankrupt After Retirement.   Here Are the Personal Finance Lessons to Takeaway   ...This is a story of a professional football player named Jacob Smith. Jacob possessed immense skill and was highly regarded by his teammates and fans. He had a successful professional football career, playing…
David Gregory
July 7, 2023
Financial Fitness

How different forms of income are taxed for professional athletes in the UK.

Professional athletes in the UK generate income from various sources, which may all be taxed in different ways. Income might come from: Winning Income Sponsorship Income Image rights Endorsements Signing bonuses Career income Taxation of income for athletes It is essential to understand the taxation of income for athletes and payment methods associated with these income streams to effectively manage…
David Gregory
July 5, 2023
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