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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
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
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
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
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