Skip to main content
All Posts By

David Gregory

Client newsletters

How to build a secure financial future

Welcome to our Guide on 'how to build a secure financial future'. There’s no one-size fits-all answer to how to build a plan for financial freedom. Building wealth is a cherished ambition for many, yet it can often feel daunting. Success in this endeavour requires time, commitment and self-discipline, so be wary of promises of instant wealth and opportunities that…
David Gregory
November 9, 2023
Client newsletters

Financial planning in your 50’s

In this article we will explore the importance of financial planning in your 50's. As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming financially self-sufficient, and the idea of reducing work hours or even retiring completely starts to surface. Each…
David Gregory
November 9, 2023
Financial Fitness

Navigating the World of Football Agents and Taxes

Welcome to our guide on 'Navigating the World of Football Agents and Taxes'. The world of football is highly competitive, and for young academy-level players in the UK, making it to the professional level is a dream come true. Along this challenging journey, one of the decisions players may have to make is whether to hire a football agent and…
David Gregory
November 7, 2023
Financial Fitness

Financial Planning for Academy Players: A Guide for Ages 16-18

Financial Planning for Academy Players: A Guide for Ages 16-18. Becoming an academy-level football player Being an academy player in any sport is a dream come true for many aspiring athletes. However, it's essential to recognise that a professional football career is often short-lived, and the financial stability of players largely depends on how they manage their earnings during the…
David Gregory
November 3, 2023
Client newsletters

How investment bonds can help you pass on wealth

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 Inheritance Tax…
David Gregory
September 21, 2023
Client newsletters

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 a strategy to build wealth over…
David Gregory
September 21, 2023
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
Close Menu