We know that looking after your personal wealth is as important as looking after your business finances.
Our experts know that there isn’t a universal approach to financial planning. Some clients require one-off advice in a certain area while others need a plan for their overall finances with ongoing tax advice. You have worked very hard for your money; we work with you and your financial advisors to make your money work for you.
Some of the topics that our experts can advise you on are below:
Even if you’re planning on selling your business to fund your retirement, it’s worth considering the tax benefits and regular income that pensions provide. Our tax advisors at Haines Watts will cut through all the jargon and advise you on your best options to maximise the opportunities and allowances.
Many individuals are considering how to manage their personal tax bills more efficiently. Our Haines Watts personal tax advisors can advise you on a range of options, from ISAs and pensions to more complex schemes, and work with your financial advisor to help you decide which is right for you.
Haines Watts experts also provide financial planning services:
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This is not advice to invest, or to use any of our services. VCTs, BPR, EIS and SEIS should all be regarded as higher risk investments. They are only suitable for UK resident taxpayers who can tolerate higher risk and have a time horizon greater than five years. This document does not constitute personal advice. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. If you are in any doubt as to the suitability of an investment, please contact one of our advisors. Please note we do not provide investment advice and are not authorised to provide such advice.
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