Financial Planning
It's all about you!
Your personal finances, your family's finances, and if you are a business owner, your business's financial futures are all interwoven together. Our TAG Financial Planning team (TAG-FP) will take time to really understand these intricacies, to ensure the financial plan matches your requirements but is also flexible and adaptable.
We also understand that everyone is different and that should be embraced. Your goals will be unique to you and therefore so should your financial plan. It is essential that we provide a bespoke service for you, your family and your business.
You work hard for your money. It's important that your money works hard for you.
The TAG-FP team of experienced independent Financial Planners will work alongside your accountant to assist you with all your financial planning needs.
As your accountant, we work with you to ensure your tax affairs are optimal, when it comes to your personal wealth there is far more to it than just tax planning. This is why we believe that in the same way you receive expert advice relating to your tax affairs and business management, you should ensure you receive expert financial planning advice from a qualified financial planner.
Our TAG-FP team will work with you to identify, quantify and bring to life your life goals, and assess any strengths or weaknesses in your current financial plan.
As well as establishing your financial plan we will advise you on making sure your loved ones, beneficiaries or your business is financially protected in the event of your death or serious illness to you or key people with your business.
Finally, we'll ensure that together with the tax planning we're providing, you're making use of allowances, exemptions and tax-planning opportunities to minimise your taxes.*
For more information or to arrange an initial conversation with a qualified independent financial adviser, please complete the form below and one of our advisers will be in contact.
* Tax and estate planning services are not regulated by the Financial Conduct Authority.
The financial planning business life cycle
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Financial Planning Services
By partnering with the TAG Community we have a first-class team of financial planning experts at your disposal.
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Wealth Planning - helping you achieve the things that are most important to you without jeopardising your financial security. We will help you establish your goals and plan how you can achieve these by striking the right balance between what you spend today and can save for tomorrow. A goal without a plan is just a wish.
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Safety Planning - making sure your loved ones, beneficiaries or your business are financially protected in the event of your death or serious illness.
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Tax Planning - making use of allowances, exemptions and tax-planning opportunities to minimise your taxes.
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Investment Planning - ensuring we understand the risk you need to take, want to take and can tolerate to achieve your goals and ensure you have a portfolio that matches it. We will ensure appropriate asset allocation, safe custody and reliable administration while minimising costs and taxes.
The most common areas of advice clients require are:
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Personal and corporate pension planning
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Reviewing existing pension holdings
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Making contributions to personal pensions from owner-managed limited companies
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Establishing a retirement plan and putting a plan in place to achieve it
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Business Protection
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Shareholder protection
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Keyman insurance
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Loan cover
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Relevant life plans
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Executive income protection
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Investment management
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Reviewing existing investment holdings such as ISA's, bonds, unit trusts
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Creating a strategy for tax-efficient investing and withdrawals from portfolios
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Inheritance tax planning
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Establishing and implementing a plan to minimise inheritance tax liability
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Trust advice
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Establishing and managing appropriate trusts
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The tag fp leadership team
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Contact Us
Complete the form below selecting your areas of interest and we'll be in touch