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David Gregory

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
Client newsletters

Individual Savings Accounts (ISAs)

This article explains how Individual Savings Accounts (ISAs) can be used as a tax-efficient, flexible method for future planning.   Welcome to our Guide to Individual Savings Accounts (ISAs). Investing in an Individual Savings Account (ISA) is a tax-efficient, flexible method for future planning. One of the most attractive features of an ISA is its tax benefits – it’s immune…
David Gregory
January 10, 2024
Client newsletters

Financial Planning for the New Year

In this article we discuss the financial planning opportunities for the new year.   Take stock of your financial situation and plot a course for your future wealth and security. Welcome to our Guide to Financial Planning for the New Year. The start of a new year is an excellent time to take stock of your financial situation and plot…
David Gregory
January 10, 2024
Client newsletters

Tax-saving measures

Which Tax-saving measures should you be reviewing before the 2023/24 year end?   Welcome to the first issue for 2024. The tax landscape has witnessed considerable changes, making the situation more challenging for taxpayers and investors alike. As we near the end of the 2023/24 tax year on 5 April, every taxpayer should understand the importance of this date and…
David Gregory
January 10, 2024
Financial FitnessSporting Stories

The Financial Habits that Athletes should implement

In this blog post, we'll discuss the Financial Habits that Athletes should implement in order to achieve true financial independence. Professional athletes are no strangers to the limelight, but the financial challenges they face often remain hidden from public view. The rollercoaster nature of a sports career, coupled with short career spans, makes financial planning a crucial aspect for athletes…
David Gregory
December 15, 2023
Financial Fitness

How Professional Athletes can leverage the 1% Rule

The Playbook for Financial Success: How Professional Athletes can Leverage the 1% Rule Introduction In the high-stakes world of professional sports, financial stability is a game-changer.For professional athletes, mastering the art of financial management is as crucial as perfecting their skills on the field. Enter the 1% rule, a strategy that's not just a financial compass but a playbook for…
David Gregory
December 1, 2023
Financial FitnessTop Tips and Tools

The Case for Athletes Establishing Image Rights Companies

The Case for Athletes Establishing Image Rights Companies. What is an Image Rights Company?   An image rights company is a legal entity established to manage and commercialise an individual's image and likeness. This entity acts as a separate commercial arm, allowing athletes to retain control over their brand and leverage it for financial gain. In the world of professional…
David Gregory
November 21, 2023
Client newsletters

A guide to making a will

Welcome to our Guide to Making a Will. Will your loved ones be provided for in the way that you want? We often avoid thinking about the inevitable, but planning ahead is crucial, especially when it comes to securing your loved ones’ futures. Writing a Will isn’t just a legal formality; it’s a way to ensure your assets are distributed…
David Gregory
November 11, 2023
Client newsletters

Preparing your finances for retirement

Welcome to our Guide to Preparing Your Finances for Retirement. Is it time to start by envisioning the kind of retirement you want? As the countdown to your retirement begins, a myriad of factors come into play. From managing finances and health to housing and future aspirations, securing a comfortable retirement requires detailed planning. The landscape of pension legislation has…
David Gregory
November 10, 2023
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