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Tax planning | Off Piste Wealth

Financial Fitness

Tax year-end financial planning checklist

As we gear up for the end of the tax year in the UK, it's time to dive into some savvy tax year-end financial planning. In this no-nonsense guide, we'll spill the beans on strategies to max out your financial gains before the tax year curtain falls. First things first, start rounding up all those financial docs - your income…
David Gregory
February 1, 2024
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

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
Financial FitnessTop Tips and Tools

The Case for Athletes Establishing Image Rights Companies

The Case for Athletes Establishing Image Rights Companies. What is an Image Rights Company?   An image rights company is a legal entity established to manage and commercialise an individual's image and likeness. This entity acts as a separate commercial arm, allowing athletes to retain control over their brand and leverage it for financial gain. In the world of professional…
David Gregory
November 21, 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
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