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| Follow the links below for a brief outline of our services | |||
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2. Retirement Planning Strategies 5. Estate Planning and Inheritance Tax Mitigation 6. Family Protection and Risk Management
7. Business Owner Succession Planning
An in-depth review of your financial life including your income, expenses, net worth, debt, investments, insurance and protection , taxes, retirement, school/university fee funding and estate planning. This provides you with a big picture view of how all the areas of you financial life fit together. This is a great starting point...You have to know where you are now to enable you get to where you would like to be in the future! Back to top of page Contact Us
2. Retirement Planning Strategies
A forecast of benefits and costs of retirement.This includes an evaluation of your
options, and analysis of the investments in your current retirement plan, with consideration for your financial needs, risk tolerance and investment horizon. This will also involve you in exploring your
hopes for your lifestyle in retirement and the likely income requirements to enable you to achieve your goals. Retirement security starts with a solid plan. Help to minimize your tax liability by making wise decisions with pension plans, using tax efficient investment products such as ISA's, National Savings Certificates, etc. Where required this service also incorporates a tax return preparation facility to enable your annual self assessment tax return to be properly completed and submitted to H M Revenue & Customs on your behalf.
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Assistance in developing a budget and coaching clients who wish to live debt free for life. Without a proper and
full understanding of how you currently spend your hard earned money it is more difficult to divert some of that spending to saving for the things that are important to you. This service helps
you to take control of your spending and enables you to recognise, perhaps for the first time, what is really important to you and provides you with the foundation upon which your future plans
can be based.
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5. Estate
Planning and Inheritance Tax Mitigation
This involves helping you to understand your estate planning needs, discuss your options and, where appropriate, refer you to a specialist legal advisor for drafting appropriate wills, trust documents
and any other legal matters that arise from our recommendations. To develop a plan that works for you we will also take into consideration your lifestyle, now and in the future, your assets, age and
any other rqeuirements that you might have. In our opinion it may be a fruitless exercise to give assets away simply to avoid tax, which then leaves you unable to live your life as you wish due
to a lack of income/assets.
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6. Family Protection and Risk
Management
An analysis of your need for life, disability and health insurance,
is performed taking account of your circumstances. Recommendations made where appropriate of suitable methods to meet your needs and those of your family.
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7. Business Owner Succession
Planning.
Many small business owners reach a stage in their business career where they start to consider how best to establish an "exit-route" from their business, perhaps
by passing it on to members of their family who already work within the business or by an outright sale to a third party or existing management/workers. We can assist you in formulating a strategic
plan to satisfy your goals and also to ensure that any succession is achieved in a tax efficient manner. This would of course involve liasing with your existing accountant to enable proper advice
to be given.
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We are able to research the market to help you to find the most suitable mortgage for you given your financial circumstances and needs.
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Walsh & Co (c) Keiralou Designs 2007 |