Preserve your wealth for you and future generations

Check your status and the latest regulations

Because of constantly evolving tax rules, it is important to re-examine the arrangements you have put in place to preserve the wealth you have accumulated from a lifetime of hard work.

This is often an emotional matter, which might tempt you to delay making decisions. However, you do have an opportunity to ensure that your investment and business assets are retained for your future generations in the most financially prudent and effective way.

Bespoke advice, care and attention

There’s no simple solution. This issue requires tailored advice and careful implementation.

If you would like to discuss your situation please contact us to arrange a private review meeting.

Download the new ad+ Guide to Wealth Preservation to learn more.

Contact us to today to discuss the best way to preserve your family’s wealth.
Phone: 0141 643 9200
Email: info@adplus.co.uk

NOTES:

Content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements or constitute a full and authoritative statement of the law. They should not be relied upon in their 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 any articles.

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.

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 your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.