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We are ProAktive!

15/11/2011

Members Of:

SIFA Centre – Resource for Solicitors FSA
IFAlliance Nucleus Financial

Services Provided

Services for Businesses

  • Planning for business owners income for their retirement
  • Securing business ownership on the death of a partner or shareholder
  • Protecting the business against the loss of a key individual
  • Introducing tax-efficient employee benefit schemes including pensions, life cover, private medical insurance and income protection
  • Tax-efficient corporate investment and finance (some forms of tax planning are not regulated by the Financial Services Authority)

Services for Individuals

  • Planning for income requirements in retirement
  • Tax-efficient and tailored investment solutions
  • Planning to mitigate Inheritance Tax
  • Protecting the family against financial loss due to death, critical illness, sickness and ill-health
  • Arranging finance for property purchases or re-mortgages

Trustee Services

  • Ascertain Risk
  • Portfolio construction
  • Income/Growth objectives satisfied
  • Period Review