Call today 01474 853856
Call today 01474 853856
Many business owners are so involved in the day to day challenges their business brings, that they don’t take time to plan for the future. That’s where A4G come in. In partnership with A4G Wealth, our in-house Independent Financial Advisers, we can ensure you get the best advice when you need it most.
Wealth planning is more than just pensions. We help combine long-term personal wealth planning with your business plans. Investments can often be structured to maximise the value of your business (which may be your biggest asset for retiring on) or for making the most tax savings after selling other assets.
Fill in your details below and we’ll come back to as soon as we can! If your enquiry is more urgent, please do give us a call.
With a Pre-Year End Personal Tax and Wealth Review, you will be able to:
In a meeting of up to 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.
You might not have the time to identify suitable property investments and may prefer an investment strategy that requires a little less effort.
We can advise on the categories of investments that are right for you and work with your existing financial adviser or recommend our sister company A4G Wealth to help with the specifics.
Life expectancy continues to rise thanks to environmental factors, meaning 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 one ‘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:
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.
You’ve spent your whole life building a secure financial future your financial, now you need to have a solid financial and estate plan. Our sister company, A4G Legacy, can help you with advice, guidance and support – when you need it most:
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.
Call us on (01474) 853856 and we will put you in contact with one of our advisers, or send us an enquiry by clicking below.
Fill in your details below and we’ll come back to as soon as we can! If your enquiry is urgent, please do give us a call.