Hover over the icons below to find out more about financial planning at each stage of life.
Once you are earning a professional wage, it’s time to take stock and discuss your priorities; are you looking to buy a house? Start a family? Or simply retire as soon as possible. Whatever you’re looking to achieve, creating a financial plan for life can help you to achieve your goals.
By investing in a tax efficient manner for both the medium and long term you can make the most of your earnings. To find out more contact Clear Financial Advice Limited.
Now is the time to ensure that your income is protected for both you and your partner. It’s also a good time to discuss with a financial planner how to maximise your investments for you both to enjoy retirement. And if you haven’t done so already, you should seek advice on creating your Will.
During your marriage it is very important to use both partners pension allowance so you equalise funds. Once married you have increased investment opportunities; to find out more contact Clear Financial Advice Limited.
Congratulations! Parents and grandparents can help build a financially secure future for their baby by investing in a tax efficient manner. You should also discuss with us how best to provide protection for the parents should they fall ill or die to protect the future of the child, and of course, make sure that Will is up to date!
Be sure to take advantage of Children’s ISA’s and pension funds; for advice on the best investment opportunities for your baby contact Clear Financial Advice Limited.
With average fees for private education already around £15k a year (The Independent, Aug 2013), the sooner you start saving for your child’s education, the better, and the good news is that by starting to save early, you can save money in the long term.
Remember to have a strategy that will pay for the education of your child but “keep control”. Contact Clear Financial Advice Limited for more information.
If your teenager works in the family business remember to use their personal allowance for Income tax purposes to ensure they maximise income tax efficiently
Everyone has a personal tax allowance, if you don’t use it you lose it! Contact Clear Financial Advice Limited to find out more.
It’s vital to discuss with your financial advisor how best to protect your assets and pension in the event of a separation, as well as continuing to provide a financially secure future for any children you have. We can help you in this difficult time to re-evaluate your financial plan for life
There are various ways to divide the assets of a marriage, Clear Financial Advice Limited can help you with this process
If you haven’t done so already, it’s imperative that you start your pension planning immediately. Always use Independent Financial Advice to check your existing pension arrangements and to commence your “retirement plan for life”.
By using the right allowances and investing in the right areas you can still enjoy a tax efficient income in the decumulation stage of life. Start discussing your options ASAP with Clear Financial Advice Limited.
Don’t let the government get most of your estate after you’re gone! Talk to us about how to ensure the right people get to benefit from your estate.
Watch out for inheritance tax! Starting discussing with Clear Financial Advice Limited today how to ensure your loved ones are provided for after you are gone
Once you are earning a professional wage, it’s time to take stock and discuss your priorities; are you looking to buy a house? Start a family? Or simply retire as soon as possible. Whatever you’re looking to achieve, creating a financial plan for life can help you to achieve your goals.
By investing in a tax efficient manner for both the medium and long term you can make the most of your earnings. To find out more contact Clear Financial Advice Limited.
Once you are earning a professional wage, it’s time to take stock and discuss your priorities; are you looking to buy a house? Start a family? Or simply retire as soon as possible. Whatever you’re looking to achieve, creating a financial plan for life can help you to achieve your goals.
By investing in a tax efficient manner for both the medium and long term you can make the most of your earnings. To find out more contact Clear Financial Advice Limited.
Hover over the icons below to find out more about financial planning at each stage in the business life cycle.
Help your business be one of only 5% of small businesses that make it to their 5th birthday by discussing the financial plan for your business with us. You can also take advantage of our partner advice service to help you find the right partner for you. Don’t forget to plan your periodic review sessions for your business’ financial plan to help ensure it’s smooth running.
Tax law and legislation does change, plus you need to ensure you are maximizing your tax allowances and benefits. Consult with Clear Financial Advice Limited to ensure you have the best tax advice.
Guard against the unexpected with Shareholder protection and key worker cover. Keep your employees happy and your business revenue healthy with tax efficient employee benefits and pension schemes.
Always be aware of changing legislation and it’s impact on your business, always seek regular corporate tax planning advice from Clear Financial Advice Limited.
With both mergers and acquisitions there are many financial implications to consider such as consolidating separate finances, employee services, raising finances and raising the sale price of your business. Discuss the right financial decisions for your business with us.
Always be aware of changing legislation and it’s impact on your business, always seek regular corporate tax planning advice from Clear Financial Advice Limited.
You may need to discuss how best to invoke your shareholder protection policy, or require advice on the most cost effective way to reduce the workforce; discuss the right financial path with us.
Tax law and legislation does change, plus you need to ensure you are maximizing your tax allowances and benefits. Consult with Clear Financial Advice Limited to ensure you have the best tax advice.
Whether you are closing down the business or selling the business to best protect your assets you should discuss this with us.
Tax law and legislation does change, plus you need to ensure you are maximizing your tax allowances and benefits. Consult with Clear Financial Advice Limited to ensure you have the best tax advice.
BS 8577 is a British Standard designed to assess and award financial planning firms who can demonstrate that they have …
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