Midas Independent Financial Planning
wealth management, investment advice, financial adviser
Managing Investments for Trustees is a specialist area of Financial Planning. It needs careful consideration to adhere to the requirement of Trust Law whilst meeting the needs of the Trust.. We will help you to develop the best strategy for Investment Risk and use different products to reduce the effects of Trust Taxation. 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 regulations. Regular reviews of the investments will provide you with the peace of mind that your duties as a Trustee are being satisfied.
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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 will help you to minimise your taxation liabilities to ensure you pay no more tax than required.
We can esure that you protect more of your capital from the Tax man and pass on more of your estate to your beneficiaries.
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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