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David Gregory

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Guide to Individual Savings Accounts

Individual Savings Accounts   With the onset of the new tax year 2024/25, it's essential to stay informed about any changes that may impact your financial planning, particularly regarding Individual Savings Accounts (ISAs). ISAs remain a popular choice for savers and investors due to their versatility and tax-efficient nature. They provide a flexible way to save for the future, whether…
David Gregory
May 15, 2024
Client newsletters

Strategies for Expanding Your Pension Savings

Strategies for Expanding Your Pension Savings For the 2024/25 Tax Year   Welcome to our detailed handbook on Techniques for Growing Your Pension Nest Egg. As we step into the 2024/25 tax year, it's crucial to explore opportunities to revitalise and enhance your pension savings strategy. This guide aims to provide insights into how you can make the most of…
David Gregory
May 15, 2024
Client newsletters

Guide to estate planning

Welcome to our comprehensive guide to Estate Planning.   A roadmap for securing your legacy for future generations. Legacy planning may initially feel overwhelming, but it's a crucial step to ensure that your wealth supports the people and causes you care about most. Consider, for example, a family business that you've built from the ground up. Without a clear estate…
David Gregory
May 15, 2024
Client newsletters

How to maximise pension savings

Welcome to our blog on how to how to maximise pension savings   As we step into the new tax year, page 08 of our guide delves into the importance of reassessing your pension savings strategy. This is a crucial step to ensure that you're on track to meet your retirement goals. For example, if you've experienced changes in your…
David Gregory
May 15, 2024
Client newsletters

Navigating the intricacies of retirement

Welcome to our guide to navigating the intricacies of retirement.   How to get your retirement plans in motion. Preparing for your twilight years can often be perceived as a convoluted and daunting task. Questions about the longevity of your savings or the kind of lifestyle you aspire to live post-retirement might hover in your mind. The enormity of the…
David Gregory
March 19, 2024
Client newsletters

Protecting your Family, your Biggest Asset

Welcome to our Guide to Protecting your Family, your Biggest Asset.   Life is unpredictable and filled with a multitude of potential risks. The harsh truth is that an unexpected serious illness, a debilitating injury or even a sudden death can drastically affect a family’s financial stability. Insurance is not just about numbers and premiums; it’s about securing peace of…
David Gregory
March 19, 2024
Client newsletters

The top fundamentals for successful investing

Welcome to our guide on the top fundamentals for successful investing.   Whether you’re planning to build a nest egg, investing for your children or planning for a wealthier retirement this blog will help guide you as to the most successful investing strategies to adopt. Investing serves as a mechanism for amplifying your wealth. It can assist you in expediting…
David Gregory
March 19, 2024
Client newsletters

Pre year end tax planning

Welcome to our blog on pre year end tax planning.   Here are some tax-saving actions to take before the deadline. As we approach the end of the current tax year on 5 April 2024, it’s an opportune moment to examine both your personal and business finances to ensure they are structured to optimise your tax efficiency. Despite the ongoing…
David Gregory
March 19, 2024
Financial Fitness

Tax year-end financial planning checklist

As we gear up for the end of the tax year in the UK, it's time to dive into some savvy tax year-end financial planning. In this no-nonsense guide, we'll spill the beans on strategies to max out your financial gains before the tax year curtain falls. First things first, start rounding up all those financial docs - your income…
David Gregory
February 1, 2024
Client newsletters

Year-End Tax Planning

Here we discuss the Year-End Tax Planning strategies to consider before 5th April 2024.   Welcome to our Guide to Year-End Tax Planning. Have you recently evaluated your personal tax situation? Is your tax structure optimised for efficiency? As we approach the end of the tax year on 5 April 2024, it presents an ideal opportunity to assess and leverage…
David Gregory
January 10, 2024
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