P3 Wealth Management has over 20 years experience in the financial services field. One of our major strengths is that the company is big enough to obtain the best deal on the market but small enough to care about your personal circumstances and be quick to respond to your requirements.
Why should you get a personal financial review from P3 Wealth?
Are you confident about your financial future? Feel more secure after talking to P3 Wealth, an independent financial advisor with a proven track record. For 30 years we've been building long-term relationships with our clients and helping them achieve their goals. Now it's your turn.
Interested in learning more about prpoerty investments?
There are many types of investment vehicles to choose from. Where you invest your money will depend on your attitude in respect of investment risk versus reward and future aspirations. You can invest for capital growth, income, tax efficiency or inheritance tax mitigation.
If you are tired of endlessly searching for genuine residential property investment deals without any success, then you have come to the right place. We have great property investment deals on offer, providing excellent discounts to help you realise instant residential property profits.
Have you calculated how much you need to leave behind?
Affordability and flexibility is key to ensuring you have the correct protection in place to meet your particular circumstances. It is your responsibility to ensure you maximise the money available and that it is spent on protection that will provide for you and you family.
Have a look at where you money is going. How much do you spend on your mobile phone? Do you have credit card insurance should you loose them? Do you have pet insurance should they require vet services? What about car or home insurance?
All are very worthwhile, however have you made sure that your most valuable asset is adequately protected, yourself? Should you be unable to work how do you pay the premiums for Home, Car or Pet Insurance with no income, what about premature death? How would your family be affected without your income?
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Could you pension fund be underperforming?
"Many Savers could face a reduced annual income in retirement, or find that they have to carry on working for many years past retirement to make up the shortfall".
Planning for a comfortable and secure retirement is not just about paying into a pension, it is about making sure you have the level of income that you need when you retire.
One of the key objectives of planning for retirement is the provision of adequate income in retirement. While there are many factors that will determine this there is no substitute for good planning to ensure that expectations are met whether you are 30 years off retirement or 3 months off retirement.
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Is the Tax-man the main beneficiary of your will?
At P3 Wealth we are always thinking about ways to maximise the potential of your wealth, and one way this can be achieved is by minimising your tax liabilities.
Inheritance tax (IHT) is a tax on money or possessions you leave behind when you die, and on some gifts you make during your lifetime. However, a certain amount can be passed on tax-free, which we call the 'tax-free allowance'. This is also known as the 'nil rate band'.
Everyone in the 2009-2010 tax year has a tax-free inheritance tax allowance of £325,000. The allowance will go up to £350,000 next year (2010-2011). There are also a number of gifts that you can make during your lifetime or in your will that are also tax free and these are covered later.
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P3 Wealth Management
The Best of Edinburgh Category: Wealth Management Services
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Tel: 0131 331 4191
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The Best of Edinburgh Category: Wealth Management Services
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