by Otus Financial Planning | 17 Jan 2018 | Financial Planning, Life Planning, Retirement Planning, Tax planning
The top ten worries keeping family business owners awake at night.
by Otus Financial Planning | 3 Dec 2017 | Case studies, Financial Planning, Tax planning
"Our goals can only be reached through a vehicle of a plan, in which me must fervently believe, and upon which we must vigorously act. There is no other route to success." Pablo Picasso Home » Case studies Business planning / case study one Overview Client Robert, age...
by Otus Financial Planning | 1 Nov 2017 | Financial Planning, Investment Planning, Tax planning
How to build a secure financial plan.
by Chris Weetman | 21 Jan 2016 | Financial Planning, Tax planning
Reducing the taxman’s take To minimise the tax you pay, it’s important to be fully aware of the choices you can make before you make them, so planning ahead and taking professional financial advice is essential. With real-terms tax increases the prospect for the...
by Chris Weetman | 14 May 2015 | Financial Planning, Investment Planning, Retirement Planning, Tax planning
Whilst the choice of tax wrapper and products is by no means the starting point for creating your financial plan, there are few financial planning or retirement planning scenarios that do not utilise the tax benefits of ISAs and pensions. The choice of which...
by Chris Weetman | 12 May 2015 | Financial Planning, Investment Planning, Tax planning
The past year has seen strong performance from many assets classes and it is always tempting to judge the value of your adviser on the recent performance of your portfolio, be it good or bad. That is unfair as it fails to understand both the true value that a...
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