Financial Planning
Ongoing economic uncertainty and changing legislation makes developing a reliable financial plan both a fluid and challenging process. You need to be aware of the ‘big picture’ before you can establish your objectives, and this involves unscrambling potentially complex taxation issues and associated risks.
Handpicked Accountants have strong business connections with accountants around the UK, and can put you in contact with a reliable financial planning expert in your area who will advise you whatever stage of life and business you have reached.
A tax-efficient strategy tailored to individual circumstances
The formation of a tax efficient programme that takes account of your current investments, potential alternatives, a strong business exit strategy, and plans for retirement, requires a specialist skillset and knowledge.
We base referrals on our past experience of, and working history with, our recommended accountants. They will be able to help you in a number of areas, including:
- Putting in place a highly personalised financial plan with in-built flexibility to take account of changes in personal circumstances and new legislation
- Considering retirement planning to take account of your current pension provision, whilst identifying potential alternatives and additions
- Maximising the value of your privately and commercially owned property
