Informed insight on financial and tax planning issues

This is such an important time of year for taking action on a number of financial and tax planning opportunities, especially for business owners who want to accumulate and preserve personal wealth.

Many companies throughout Central Scotland are enjoying an upturn in trading, including those within the construction and leisure sectors. ad+ is helping business owners within Glasgow and Lanarkshire to find sensible ways to invest the extra capital that is being generated from their business operations. Some owners want to re-invest in business expansion, whilst others want to accumulate a financial lifeboat outwith the business.

Pension planning is never far from our attention, and the new reforms that start from 6th April give greater freedom but also cause greater risks. You can read about these reforms inside this edition of our SmartMoney magazine.

On page 14 you’ll find advice on how to set your investment goals and acceptable levels of risk.

Another topic that Scottish investors having been seeking advice on is the new NISA regulations. The facility to invest £15,000 this year make this a very attractive way to accumulate capital for higher rate tax payers.
Find out more on page 13.

Download your free copy of our SmartMoney magazine for informed insight.

Contact

Phone: 0141 643 9200
Email: info@adplus.co.uk

NOTES:
Pension and investment advice will be given by our sister company, ad+ Financial, which is regulated by the FCA.
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM, TAXATION ARE SUBJECT TO
CHANGE. PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE. A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION. THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

The content of this guide is for your general information and use only, and is not intended to address your particular requirements. The content should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of the content.