Skip to main content
All Posts By

David Gregory

Client newsletters

How to find or trace a lost pension

Welcome to our guide on 'how to find or trace a lost pension'. Is it time to get your pension pots into shape? Despite the substantial amount of money at stake, worryingly, less than one in ten (8%) individuals know they have a missing pension but have yet to try to trace it. Tracking down a lost pension pot can…
David Gregory
September 20, 2023
Client newsletters

Saving and investing for the next generation

Welcome to our guide on 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. Today’s young generation is anticipated to face a future with considerably higher expenses than their parents and grandparents. The rising education, housing, and general living costs have…
David Gregory
September 20, 2023
Top Tips and Tools

Ltd company structures for property portfolios

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. Often these are described as Special Purpose Vehicles (SPVs). 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…
David Gregory
August 21, 2023
Sporting Stories

Financial difficulties after professional sport

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…
David Gregory
August 9, 2023
Financial Fitness

Tax efficient investments for Athletes

Tax efficient investments for Athletes. 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 to various tax-efficient wrappers that can help them minimize tax liabilities and…
David Gregory
August 3, 2023
Financial Fitness

Looking After the Health of Your Wealth

Looking 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 finances as healthy as your body…
David Gregory
August 1, 2023
Client Stories

Why professional football players go bankrupt

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…
David Gregory
July 7, 2023
Financial Fitness

How different forms of income are taxed for athletes

How different forms of income are taxed for athletes. 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…
David Gregory
July 5, 2023
Financial Fitness

Achieving Financial Independence for Sports Athletes

Achieving Financial Independence for Sports Athletes: Insights from the FIRE Movement. Financial independence is a goal that many people aspire to achieve, including sports athletes. The FIRE (Financial Independence, Retire Early) movement offers strategies and principles that can be adapted by athletes to secure their financial future and potentially retire at a younger age. This article explores the key concepts…
David Gregory
July 4, 2023
Financial Fitness

Achieving Financial Independence for Professional athletes

Achieving Financial Independence for Professional athletes. In the world of sports, achieving financial independence is a crucial goal for professional athletes. Professional sports provide a unique opportunity for athletes to excel in their chosen field and achieve financial success at a young age. However, it is crucial for these sportsmen and women to understand how to manage their finances effectively…
David Gregory
June 20, 2023
Close Menu