Tag: retirement

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Protect Your Assets for your Loved Ones Today – Check out these Advanced Inheritance Tax Planning Strategies

I think it’s time we walked about a topic we have put on hold for weeks. Today, I want you to picture what life will be for your loved ones when you are gone. For many of my clients, inheritance tax planning is not something they are open to talking about. After all, it is hard to envision the outcome for your family upon … Read More Protect Your Assets for your Loved Ones Today – Check out these Advanced Inheritance Tax Planning Strategies

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Learn the Basics of Inheritance Tax

This week, I would like to tell you a bit more about inheritance tax. In previous weeks, we talked about how you can make the most of tax breaks on a general level. This week, join me in understanding how inheritance tax (IHT) works. It is not easy for us to talk about morbidity and death, but the best way to leave your family … Read More Learn the Basics of Inheritance Tax

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Save Money This Year with Tax Breaks for Couples

It was Valentines Season, and as you celebrate with your significant other, I thought you could use a few pointers about how to make your status as a couple work for you – financially speaking. For this feature, couples will refer to married pairs (because marriage is recognized by the law). Here are a few tips to help you put money aside for other … Read More Save Money This Year with Tax Breaks for Couples

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Organise Your Finances the More Efficient Way

Dear Client, I hope you had a great week. Last time I was in your inbox, we went through how you can discover your ability to create wealth. This week, I picked out a topic that I hope will help you get through the tax season without any hitches. Do you sometimes look through your books and wonder how to put all your finances … Read More Organise Your Finances the More Efficient Way

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Discover Your Ability to Create Wealth

Happy New Year! I hope you had a great holiday and are looking forward to trying out new opportunities this year! As we move on to 2018, I just wanted to let you in on a few things. First, new year, new me, new us! We are rebranding our firm and the weekly LIVE show on Facebook. I will be showing up every Monday … Read More Discover Your Ability to Create Wealth

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Mid-Year Tax Planning – Allowance Maximisation

Have you considered mid-year tax planning so that you can take action in time to maximise your allowances and save tax? Mid-year tax planning is around October and there is less than 6 months till 17/18 tax year ends. A lot of people overlook things during the tax year and do not take action which causes them to not take advantage of available allowances … Read More Mid-Year Tax Planning – Allowance Maximisation

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Cash Out or Not? The ‘Exotic’ Ways to Use Cash in A Business

If you are running a profitable business it is likely that you have quite a lot of cash in the business and often you will be advised that if you take too much dividends or a high salary you will get taxed. This causes you to have cash in your business that you do not know what to do with. There are different strategies … Read More Cash Out or Not? The ‘Exotic’ Ways to Use Cash in A Business

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How Not to Forget to Pay Yourself

One of the most important factors of building wealth of any kind is to start paying yourself. It does not matter the amount that you pay, even if it is a small amount, the most vital part is that it will accumulate over time. In Tony Robbins, ‘Money Master the Game’, it mentions the power of compounding where it explains that time can actually … Read More How Not to Forget to Pay Yourself

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