Important Information for all Accountants, Solicitors and Other Professionals
As professionals, we all know the importance of ensuring that our clients receive the best advice at all times. But with ever increasing demands on our time do we regularly take the best advice available to us about our own circumstances? Many Professionals spend long periods of time in each other’s company forging strong solutions for clients or their businesses but experience shows that seldom do we take a few extra minutes to talk with each other about ourselves.
To help ensure that you are selecting the right investments and developing the appropriate protections around your assets, Questa Chartered Financial Planners would like you to consider the following and then talk to us if you are any doubt.
- Have you ever paid taxes when you needn’t have done, because you just didn’t know how to avoid them?
- Have you planned as effectively as you can to minimise Inheritance Tax?
- As many as 90% of the population may never become liable to pay Capital Gains Tax, but are you sure you are one of them?
- Are you sure that your assets, be they property, cash or other investments are held in the most tax advantageous way for you and your beneficiaries?
- Are you sure that your Last Will & Testament has been prepared in the most advantageous way by both your Solicitor and your Independent Financial Adviser, so as to protect all your legacies?
- Did you know that there are simple structures you can put in place now, even if your children are very young, that will protect them in the event of (for example) redundancy or divorce in their adult life?
- Have you done everything you possibly can to protect your family from the financial impact of life’s difficulties?
A private chat with Questa Financial Services Limited will help you to answer all of these questions and deal with them to the complete advantage of you, your famil and your business.
Important Client Information for Accountants, Solicitors and Other Professionals
There is plenty of general advice to be had as we seek external partners to work alongside us with our clients. The issue is knowing where to go for specific deep seated expertise that will markedly enhance our clients circumstances.
At Questa Financial Services Limited we work with specific Client Groups and will be delighted to work alongside you in any of our following core sectors: –
High Net Worth Entrepreneurs
Senior Medical Professionals – Consultants, Surgeons, General Practitioners, Dentists
Career Public Sector Employees – Police, Fire, NHS
The Retired Population of The Fylde Coast
Accountants, Solicitors, Actuaries, Architects and other Professionals
Creating the right investment structures and developing financial protection for individuals and their families is not straightforward. It is all about creating a plan for each individual’s circumstances now and into the future.
Our Clients achieve a far greater return on their money than they can from a High Street Bank or Building Society, which means that they see benefits of their plan earlier in life. We ensure that they and their family will be able to maintain their existing Lifestyle in all eventualities.
Our Clients want assets that have been accumulated over a lifetime, to pass down to future generations of their family, rather than end up in the hands of others (or the taxman) and we plan accordingly.
A private chat with Questa Chartered will help you offer wide ranging solutions to your Clients, their families and their businesses.