Midas Independent Financial Planning
wealth management, Tax planning, financial adviser
Your financial objectives may include longer term plans to distribute wealth and to protect family members. Inheritance Tax can also be a concern when considering future plans. We can ensure that your plan includes provision for these issues and that you will have a proper understanding of these sometimes complex matters. Our work with solicitors and accountants ensures that we too get relevant advice when needed!
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Managing Investments for Charities is a specialist area of Financial Planning. It needs careful consideration to adhere to the requirement of
We have considerable experience and knowledge in advising on the best solution available and can closely work with your chosen Solicitor and/or Accountant to help comply with the Trustee regulations.
We will help you to minimise your taxation liabilities to ensure you pay no more tax than required.
We can guide you through the various options on protecting your capital whilst paying for your care costs.
Our strategy is to out perform the average index of performance in each sector, this has proved to be sound practice for both building wealth and retirement planning.
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