Moss and Company

Pensions - Tax breaks, are you missing out? Are you missing out on pension tax breaks? Most of us understand the benefits of investing tax efficiently. Using the tax allowances, such as ISAs, provided by the government each year means we can avoid paying unnecessary tax.

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Max Mackenzie-Cooper on LinkedIn: The Science of Gratitude Week #3 of Wealth is Health. The Science of Gratitude and a little thankyou. …

Getting a bonus? Don’t lose it to the taxman! Getting a bonus? Don’t lose it to the taxman! Welcome to my weekly newsletter. I hope you are well and find this week's post of interest.

The budget – more impact on your wealth than fund performance

“Loss aversion” is a behavioural science concept that can lead you to focus more upon investment market performance than tax planning. But without ensuring that your assets are in the right name, ownership and tax shelter (and amended in the light of the budget statement) you could be incurring unnecessary double-digit losses. Which could put any single digit investment returns you may get into perspective! For more information read here.

Max Mackenzie-Cooper on LinkedIn: What does the Autumn Budget mean for you? My first of many weekly newsletters - outlining the key things happening in todays finance world that is most likely to effect you. …

Most of us assume we would be delighted to receive a substantial sum of money. It’s fun to make that mental list of extravagant purchases such as holiday homes or your dream two car garage. However, while it’s a nice problem to have, it can be daunting. This is particularly true where the money is unexpected.

Whether it has come about from the sale of a business, disposal of property, an inheritance, or a ‘win’, there is plenty to think about.

A good place to start would be to consider some fundamentals:
· What lifestyle do you want to enjoy?
· What are your long-term goals for you and your family?
· What would you like your money to accomplish?
· How long do you need your money to last?
· What causes or charities do you want to support?
· What do you want your legacy to be?

Armed with the answers to these questions you can consider in more detail the options for achieving your goals.

Clearly there’s a lot to consider, but that’s where we can help. We can make sure that any sudden windfall you receive really is a nice problem to have.

We offer advice services on....
- Mortgages
- Pensions
- Investments
- Insurance

Get in touch today on 01332 299095 or email us on [email protected]

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