Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take.
For additional rate tax payers the planning process offers more significant challenges than for the majority of the population. High street solutions are often not the most appropriate way to plan.
Many clients will apply different solutions to provide for their longer term security: businesses, property portfolios, standard investments, specialised investments or a combination of them all.
It can be difficult for busy professionals to find the right combination of quality advice, a proactive approach and a good relationship that really adds value.
What follows is a brief introduction to the importance of quality planning and why this is the key to reducing exposure to tax and achieving the desired lifestyle that they want.
Paul McDonnell Chartered Financial Planner (BS ISO 22222)
Gold Standard in Expertise:
Chartered Financial Planner
Gold Standard in Quality of Advice & Service
BS ISO22222 UKAS Kite Marque
Associate of the Personal Finance Society (APFS)
Member of the Chartered Insurance Institute.
Advanced Diploma in Financial planning (ADFP)
Diploma in Financial Planning (DipPFS)
Diploma in Regulated Financial Planning (DipPFS)
Certificate in Mortgages
EFPA European Financial Planner™
Senior Partner Practice of St. James's Place Wealth Management
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation and relief's from taxation can change at any time. The value of any tax relief depends on individual circumstances.