Address: 9 Willoughby Chase, Gainsborough, Lincolnshire, DN21 1GR
Landline: 01427 8...
ifa, tax planning, care fees planning, investment planning
We do not operate like typical Independent Financial Advisers (IFAs) in that we specialise in Personal Investment Planning and Wealth Management. We provide an in depth service to Personal and Trustee clients managing typical portfolio's of Â£150,000+ via strategic investments which work towards your wealth objectives. We have a concentrated client bank to ensure that we deliver a high standard of personal service. We monitor our investment portfolio's and provide regular reviews and market updates. We will assess and activley reduce your tax liabilities throughout your lifetime. Together our service ensures that you keep more of your money and can pass on your wealth more tax efficiently. We care about You and Your money.
Trade Bodies / Associations Midas Independent Financial Planng Ltd is registered in Engalnd & Wales No. 5337933. Authorised and regulated by the Financial Services Authority
Care Fees Planning Providing later life advice requires an understanding and sympathetic approach. We work with you and with individual care homes in order to develop sound financial plans which are appropriate at this important time in your life. With access to the whole financial marketplace, you and your family can be confident that we will have considered all of the many relevant options available.
Inheritance Tax Mitigation
Your financial objectives may include longer term plans to distribute wealth and to protect family members. Inheritance Tax can also be a concern when considering future plans.
We can ensure that your plan includes provision for these issues and that you will have a proper understanding of these sometimes complex matters. Our work with solicitors and accountants ensures that we too get relevant advice when needed!
At all times of course, you will want to be sure that any taxation liabilities created will be minimised.
We do this by providing a comprehensive 'Tax Pac' service which details the specific information required by your tax office or accountant.
No need to worry about the Tax Man!
Investing for Trusts and Charities
Managing Investments for Trustees and Charities is a specialist area of Financial Planning. It needs careful consideration to adhere to the requirement of Trust Law whilst meeting the needs of the Trust or Charity.
We will help you to develop the best strategy for Investment Risk and use different products to reduce the effects of Trust Taxation.
We have considerable experience and knowledge in advising on the best solution available and can closely work with your chosen Solicitor and/or Accountant to help comply with the regulations.
Regular reviews of the investments will provide you with the peace of mind that your duties as a Trustee are being satisfied
Savings and Investment Portfolios
Our typical investment portfolios are in excess of £150,000 which allows us to balance the funds between risk and return. This means that you will have meaningful exposure to some consistently 'best performing' investment funds, whilst not being over exposed to volatile markets.
Our strategy is to out perform the average index of performance in each sector. This has proved to be sound practice for both building wealth and retirement planning.
Monday to Friday
09:00 to 17:30
Saturday to Sunday