Senior Executives & Professionals
As a senior executive or professional, you will have many questions around short, medium and long term issues that you are faced with. Jon and the team can help you understand exactly what these are and give solutions on how to resolve them
- When will I have enough money to stop doing what I don’t like to do, and start doing all that I’ve ever wanted to do?
- How long do I need to work for to ensure I have enough?
- Am I as tax efficient as I could be?
- How do I minimise tax on the journey and tax at the end upon death?
- Do I have the resources to have a business or investments outside of my work that could help with the above?
- What are the various implications of ‘retirement’ that I haven’t thought about?
- What do I invest in pre and post retirement?
- How do I protect my family if the worst happens?
Widowed
As someone who lost his Mum at age 27, when she was 55, Jon understands the many questions around short, medium and long term issues that you are faced with.
- What immediate issues need dealing with, and what am I being pushed into deciding by others but actually have time to think about and decide
- Have I been left with enough?
- Is there any immediate need to re-adjust anything to be more tax efficient?
- What does my life now look like moving forward?
- How does my money fit into this?
- Am I as tax efficient as I could be?
- How do I minimise tax on the journey and tax at the end upon death?
- What do I invest any monies or policy proceeds into?
- How do I protect my family if the worst happens?
Business Owners
As a multi-business owner since 1998, Jon (& other members of the team) fully understands the short, medium and long term issues that you are faced with.
- When will I have enough money to stop doing what I don’t like to do, and start doing all that I’ve ever wanted to do?
- How big does my business need to be to ensure I have enough?
- Is my business as tax efficient as it could be?
- How do I minimise tax on the journey and tax at the end upon death?
- Will I keep the business forever and pass on to my children?
- What are the various implications of the above that I haven’t thought about?
- How do I maximise any sale proceeds if I eventually sell?
- What do I invest in post any sale?
- How do I protect my family if the worst happens?
Near or at Retirement
As someone at or nearing retirement, you will have many questions around short, medium and long term issues that you are faced with. Jon and the team can help you understand exactly what these are and give solutions on how to resolve them
- Do I have enough money to stop doing what I don’t like to do, and start doing all that I’ve ever wanted to do?
- How much longer do I need to work for to ensure I have enough?
- Can I go part time?
- Am I as tax efficient as I could be?
- How do I minimise tax on the journey and tax at the end upon death?
- Do I have the resources to have a business or investments outside of my work that could help with the above?
- What are the various implications of ‘retirement’ that I haven’t thought about?
- What do I invest in pre and post retirement?
- How do I protect my family if the worst happens?
Worried about IHT?
As someone who is worried about IHT, Jon and the team have helped many families minimise their exposure to what is one of the most hated taxes
- How much does enough look like for me, now and into the future?
- Do I have enough or way more than enough?
- If so, how and when should I start gifting money?
- Am I as tax efficient as I could be?
- And how do I gift tax efficiently?
- How do I minimise tax on the journey and tax at the end upon death?
- What are the various implications of ‘gifting’ and ‘inheritance’ that I haven’t thought about?
- How does gifting interact with my financial plan?
- How do I protect my family if the worst happens?