In This Issue:
WIN 3 - 2 hours with award wining accountants Cassons chartered accountants and business advisers.
Managing your financial future can be a very daunting prospect. You want to be certain that your financial security is planned properly and this can be a particular worry during times of economic uncertainty. Cassons’ holistic approach to wealth planning helps you to make the most of your money now and into the future.
Cassons are offering one lucky FirstFound customer the opportunity to spend a couple of hours with one of their accounting specialists, who will look at some key areas of financial planning. They will consider questions in areas such as:
- Will you have enough money for your retirement? How will you know?
- Income tax planning
- Tax efficient investments
- Taking money out of your company – conventional and not so conventional methods
- Inheritance tax mitigation
- Investment objectives, your approach to risk and your timing requirements
- Types of investment to consider - the overall benefits of each including pensions, ISAs, collective investments and asset allocation fund selection
It’s not every day that you’ll have the chance of winning a free consultation with award-winning accountants. To claim this exclusive prize, you’ll need to read this issue of Optimise very carefully!
If you need expert financial advice, visit www.cassons.co.uk.
Q: How much have FirstFound raised for charity this year?
Prizes will be sent out to the first lucky winner pulled out of the bag,.
Good luck!