Work with us to build your long-term wealth

Our expert team will work with you to create long-term wealth through effective
saving and investment. 

 

As your business grows and develops, it will generate surplus cash to invest. The amount of the surplus will depend on the tax structure of your business and restructuring can often result in you paying less personal tax. When you start saving effectively, the difference you will see can be vast.

The difference is initially worked out on assumptions, let’s take this as an example:

A 40% tax payer, saving £5000 a month, with a growth rate of 7.5%:

Efficient savings Inefficient savings
Value of savings £781K £415K
Yearly return £53K £18K
Inheritance tax <£1,000 £167

Efficient savings Inefficient savings
Value of savings £781K £415K
Yearly return £53K £18K
Inheritance tax <£1,000 £167

We can help you realise your saving and investment potential, and whilst we cannot advise directly on what to invest your money in, we will share some principles that most people use when they make investment decisions.

Our process to help you build wealth 

Our process to help you build wealth

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