Financial Planning
Your Business As A Pension
When your business is your pension and it's time to say farewell - whether you pass your business to the next generation, arrange a management buy-out or affect a trade sale, the structure and tax efficiency must be carefully prepared beforehand.
The incorporation of a personal investment strategy, which will support you during the transition of control through to your plans for the future, is essential for both practical purposes and peace of mind.
Wilcox Young will help guide you from the planning stage to implementation, on into monitoring progress and then regularly reporting on the strategy's continued effectiveness. We will utilise all the appropriate planning tools and tax breaks in consultation with your legal and accountancy professionals.
To arrange an initial meeting, in confidence and without obligation, why not telephone Wilcox Young and talk to the specialists.
Investment Strategies
At Wilcox Young we specialise in constructing specific investment strategies for:
- Investment Income/Capital Growth
- Portfolio Management
- PEPs/ISAs*
- Retirement Planning
- Pension arrangements:
+ including Small Self-Administered Schemes
+ and Self-Invested Personal Pension plans
- The implementation of pension fund withdrawal
- Pension fund management (Multi-Manager)
- Proceeds of Business Sales
- Provision of Rest Home Fees (Long Term Care)*
- Personal Injury Settlements
- Family Trusts and Powers of Attorney
- Charitable Trusts
- Inheritance Tax Planning
The Wilcox Young emphasis is on a tailored approach to match your individual circumstances. Quarterly reporting, valuations and investment information ensure clear, pertinent and competitively priced investment strategies. Annual reviews ensure these remain relevant.
The company continues to develop administratively simple and tax efficient methods. We seek out the optimum advantages that changes in economic circumstances and technology can deliver. Our terms and conditions of business provide full details of the basis of charges and are available upon request. All costs are declared and agreed in advance of implementation.
Why not give us a call to see how we can be of help?
*Please Note: The FSA does not regulate some forms of ISAs and Long Term Care. Levels and bases of, and reliefs from, taxation are subject to change. Tax reliefs referred to are those currently applying and their value depends on the circumstances of the individual investor involved.
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Wilcox Young office in Dorchester.
Wilcox Young is a member of IFACare, the national IFA organisation for Long Term Care.
Wilcox Young is a member of The Personal Finance Society, the largest professional body for individual financial advisers in the UK.
Wilcox Young is a sponsor of the Weldmar Hospicecare Trust website.
