Midas Independent Financial Planning
financial advice, wealth management, Tax planning
At all times of course, you will want to be sure that any taxation liabilities created will be minimised. We do this by providing a comprehensive 'Tax Pac' service which details the specific information required by your tax office or accountant. No need to worry about the Tax Man!
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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 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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