The basics of a solid investment plan are to fully understand why you are investing. We can help you formulate this plan and allow you to maximise your savings to reach your investment goal.
We will establish the level of risk you want to take with your savings, whether you are looking for income from them or just want to simply save for the future. We will also determine how much you can afford to invest. We will help you get the most from what you invest.
There are many options we can look into when designing a solid investment plan for you:
• Open-ended investment companies.
With our specialist market knowledge, we will help you potentially achieve the very best results from your savings. We do not just advise individuals, we can set-up the most suitable plans for family groups, trusts, charities or any other institutions looking to achieve most from their savings.
Planning for your retirement now will ensure you can enjoy the future without worrying about your finances.
Making sure you have enough money put aside to retain your lifestyle at retirement is essential to a happy future but there are so many considerations:
• Are you likely to move?
• Will you need a new car?
• How many holidays will you take a year?
• How often will you eat out?
The list is truly endless, but our market knowledge offers you the options and policies for a comfortable life when you finish working.
We will help you put pensions in place, protect your pension from inflation and understand how pension legislation will impact on your retirement plans. We will also look at how you can maximise your assets and how to truly protect you and your family’s financial future. We pride ourselves in always being one step ahead with the ever-changing legislation and financial markets. You can rest assured we will always have the most up to date knowledge to create a comfortable retirement plan so you can relax about your future.
Inheritance Tax Planning
We work with you to evaluate your estate’s property, possessions and capital to ensure you minimize tax liabilities. Let us help you pass on your hard-earned assets to those that you love.
There are various ways that we can plan to reduce your IHT bill such as:
• Making outright gifts.
• Set up a Trust.
• Reduce your estate but retain assets.
• Manage IHT without gifting.
Not all inheritance tax planning is regulated by the FCA.
Trusts are not regulated by the FCA.
We want to make sure you feel secure about the future. We can look at policies that will help your loved ones be protected and not have the trouble of suffering financial difficulties after your passing. This can be an insurance policy so you can feel comfortable and assured that your family is fully protected in the future and not have financial stress during difficult times.
There are also other areas where financial planning can provide security:
• Accident and illness.
• Unexpected unemployment.
• Critical illness/death of partner in a small business.
We are here to help you create protection for your loved ones when the unexpected happens. A little investment now can go a long way in helping when it’s most needed.
Inheritance Tax Planning
GRC Financial Management Limited is authorised and regulated by the Financial Conduct Authority (FCA).
The FCA does not regulate taxation and trust advice.
The guidance contained within this website is subject to UK regulatory regime and is therefore primarily targeted at customers in the UK.
Registered in Scotland No SC189842. Registered Office 5 West Maitland Street, Edinburgh, EH12 5DS.
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