Independent Financial Advice
for Individuals & Companies

No matter who you are, what you do, or how much you earn, long-term financial security for you and your family depends on the quality of advice you receive now.

The problem is that there are so many banks, building societies and insurance companies claiming to have the best financial products and the right plan for you. With so much on offer, it's hard to be sure of making the right choices.

At InvestAcc we recognise the importance of selecting the right financial products. We also know that it takes a financial expert to weigh up all the issues and make effective decisions. That's why we have developed our Quality Financial Planning service, enabling our clients to take full advantage of InvestAcc's experience and expertise.

Changes in tax and financial legislation continue apace and informed, tax-based Financial Planning has never been more necessary. Experience has shown us that, unless someone's affairs are very straightforward indeed, professional advice should always result in financial improvement.

What then are we particularly concerned with? From the individual's point of view, the most common requirements are for protection, general tax planning, pensions and retirement planning, mortgages, planning for school fees, and inheritance tax.

Companies' and partnerships' requirements fall into two broad areas; planning for employees and planning for the company itself. Examples' of the first are pensions, group life assurance, group permanent health insurance, group private medical insurance, etc. The second category includes tax planning, commercial mortgages and Keyman assurance. Controlling directors, in particular, can do a great deal to avoid corporate taxes and enhance the position of both the company and themselves but often they don't.

Retirement is the longest holiday of our lifetime and it is up to you to make it as financially comfortable as you can, for yourself and your employees.

For small and medium sized firms, meeting the pensions challenge is one of the most important business decisions that you will have to take.

Pension legislation in recent years has transformed a serious but boring subject into one, which, although still serious and important, has become, on occasions, a riveting issue - for employers and employees alike.

The options for pension planning have never been greater and there are a range of pension packages to suit your company's pocket and prospects.

We will provide you with comprehensive advice on:

1. Company Pension Schemes for Directors
2. Staff Pension Schemes for Employees
3. Personal Pensions for Self-employed and Employees

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