Financial Planning and Strategy Guide 2013/14

This comprehensive guide provides important information for your financial planning, both in the short and long term.

Proper tax and financial planning can reduce or defer the tax you pay, freeing up more of your cash for investment, business or personal purposes. This is particularly pertinent as the ongoing sluggish economy and the, potentially, destabilising financial threats from countries in the eurozone continue to impact on our plans and finances.

Planning is the starting point for growing your wealth and building financial security so that you are as prepared and secure as possible when market and/or financial reverses occur.

This guide outlines some of our thoughts and basic strategies that you might like to discuss with us for the current tax year. There is no substitute for personal advice and we are committed to helping you plan and prosper.

We can help

In most sections of this guide, you will find a range of the areas where we can give advice. To schedule a planning meeting or to review a specific area of tax and financial planning, please contact us now.