Financial planning and strategy guide 2014/15

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

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 poignant as the ongoing sluggish economy and the potential destabilising financial threats from world politics 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 extensive 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 - we are committed to helping you to plan and prosper.