Call today 01474 853856
Call today 01474 853856
Fill in your details below, tell us about you and your business and one of our team will be in touch as soon as possible.
Wealth planning is so more than just pensions and investing to grow your wealth. We combine long-term personal wealth planning with your business plans to help you:
At A4G, we work in partnership with you and Independent Financial Advisers to ensure you have a plan in place to live your desired lifestyle during retirement, maximise the value of your business and investments and ensure your family is protected.
The starting point for any conversation about your financial future is establishing what you want to achieve.
At A4G, we will first sit down with you and discuss your goals for you and your family’s financial future. Once we have gained a clear understanding of your goals, we will develop a robust plan with various wealth planning strategies and cash flow planning tools to help bring your vision to life.
We will arrange a free consultation to gain a detailed understanding of where you are now and where to you want to be. We will then…
We deliver advice on all of your financial and wealth planning needs. This includes advice and support on:
You will be able to:
In a meeting of 1 hour, we will:
Our team can provide objective advice on choosing the best, most tax efficient investment vehicle.
The option that is best for you depends on the stage you’re in in your life and what your needs and goals are, both short-term and long-term. For many people it may be a mixture.
There are many options out there, and alternatives include:
The tax rules surrounding property investment have become a greater burden and created greater stress for investors in recent years. But this doesn’t mean that this avenue is closed as a viable investment for your future.
There are many ways to invest in property and our specialist advisers and accountants can help you find the right structure to suit your circumstances and help you consider the types of property to invest in.
To find out more about investing in property, visit our specialist page for Accountants for Landlords.
All investments should be made cautiously. We are able to provide objective advice on any investment products or strategies to ensure you pick the investment that is right for you and your future goals.
Whatever stage you are at in your life this service is critical for protecting your family, mortgage, loans and safeguarding your business in the future should your circumstances change. We can put you in touch with our recommended Independent Financial Advisers to arrange this.
To achieve your ambitions for life after, you need to have financial plans in place that will provide you with the income for your desired lifestyle. It is imperative your wealth lasts as long as it needs to, and with life expectancy continuing to rise, many of us may be looking at a good 30 years of retirement. We can help you plan for that blissful retirement you’ve worked so hard for all your life in our ‘retirement calculator’ session.
We’ll provide you with a long-term plan for your whole life, that will cost you less than one week’s pay. You’ll come away from the session feeling:
You’ve spent your whole life building your business, now you need to have a solid plan for passing it on. Our sister company, A4G Legacy, can help you with advice, guidance and support – when you need it most by:
If you die without a valid Will, your estate will be distributed according to the law, which means your wishes won’t be carried out. A4G Legacy can gather the names of your family and friends you’d like to benefit, provide advice on the type and design of the Will and put the document together for you.
In the event of losing mental capacity, the Court of Protection would have the power to control your property and finances. A lasting power of attorney (LPA) enables you to choose who would make decisions in your best interest. By asking relevant questions, A4G Legacy can prepare this document to ensure that people chosen by you can carry out your wishes.
Following your death, if the assets you leave behind are more than a certain value, your chosen executor may have to apply to the court in order to carry out your wishes. A4G Legacy can act as your legal representative to settle any liabilities that you may have and then distribute your assets to your chosen beneficiaries.
To get started with any of the above services, email email@example.com or call 01474 853 856 today to book a free wealth planning consultation. We will sit down with you discuss where you are now, where you want to be and develop a plan together on how you’re going to get there.