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Investing | Off Piste Wealth

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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
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 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

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
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

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