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Investing | Off Piste Wealth

Client newsletters

How investment bonds can help you pass on wealth

Investment Bonds. 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…
David Gregory
September 21, 2023
Client newsletters

How to be a successful investor

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…
David Gregory
September 21, 2023
Client newsletters

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. Investing early for your child or grandchild has a multitude of benefits. It maximises the power of compound interest. Simply put, the sooner you start investing, the sooner you start earning interest on the interest you’ve already earned. This…
David Gregory
September 20, 2023
Top Tips and Tools

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.   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 a ltd company compared to holding them in your own name. The decision of…
David Gregory
August 21, 2023
Client Stories

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 a successful professional football career, playing…
David Gregory
July 7, 2023
Financial Fitness

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 to attain financial independence in their…
David Gregory
June 20, 2023
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