tax planning

What are you saving for

“The quickest way to double your money is to fold it in half & put it back in your pocket”

“The quickest way to double your money is to fold it in half & put it back in your pocket” – Not a bad mantra if you want to start saving, but what then?  What are you saving for? Why are you saving? There’s no point in having money if you’re not going to spend …

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financial planner v financial advisor

Financial Planner, Financial Advisor, What’s the difference?

 “The best fund in the world won’t change your life, financial planning will” – Paul Armson.   Regardless of your financial state, everyone can benefit from taking stock, financially. Consider what you need to do to achieve better financial wellbeing… So, where do you begin? Talk to a financial advisor or a financial planner? What’s …

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Is your Company’s financial year end on the 31st December?

Is your Company’s financial year end on the 31st December?

Are you aware that you can maximise your pension whilst minimising your corporation tax bill? Is your Company’s financial year-end 31st December? Are you are a business owner or company shareholder? If so, you can reduce your assessable profits by making a contribution to your pension prior to your company’s year-end. This in turn reduces …

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Inheritance Tax Planning

Anyone who owns property or other assets should make a Will. Having an up-to-date Will means your assets will be distributed according to your wishes. Also, and maybe more importantly, your family is spared a complicated and drawn-out administration of your estate as set out by the Succession Act 1965. Dying intestate (without making a Will) …

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