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Factsheets
Please see our latest factsheets below:
Professional referrers factsheet
A major factor in the growth and development of Almary Green has been the partner relationships we have established with accountants, solicitors and other professionals in the region...
Offshore bonds for UK companies
If you have a small to medium enterprise (SME) with cash reserves sitting on deposit, it may be worth you considering investing a portion of this capital in offshore bonds...
Gifts - a guide to tax efficient giving
In some instances, the Chancellor will charge you tax on the gifts you make. This factsheet shows you how this can be minimised—and perhaps avoided altogether...
A guide to Self Invested Personal Pensions (SIPPs)
Self investment is becoming increasingly popular, as it offers wide-ranging flexibility in investment options together with the ability to retain control of the investments you make...
Salary exchange arrangements
Salary exchange arrangements can offer tax savings for employees and employers...
Key Person Insurance Cover
Protecting your business against the unexpected is vital, and help at the times you need help can be the difference between overcoming the unexpected or falling foul of it...
Unsecured pensions and income drawdown
Drawdown is an alternative route for pension savers who don’t want to purchase a traditional annuity on retirement...
Smart Money Magazine Spring 2010
ISA Surgery - use it or lose it, key tax planning tips, 50% tax rate, Shaping your portfolio, IHT mitigation, Ethical investment opportunities...
A guide to investment planning
Planning your global investment strategy, utilising tax-efficient vehicles to meet your future circumstances.
ISA Guide 2010
Don’t forget to take up your ISA allowance for this tax year by 5 April.
Smart Money Magazine Autumn 2009
Planning your retirement income, financial protection for you and your family, the search for income, emerging markets...
A guide to Inheritance Tax planning
Helping you protect your wealth is an important part of what we do and, one thing is certain, you need to plan to protect your wealth from a potential Inheritance Tax liability...
A guide to wealth management
We appreciate that making sense of your planning objectives and finances requires even more time and effort in today’s constantly fluctuating economic environment...
New Model Adviser Certificate
NMA of the year shortlist certificate - received for the 3rd year running.
M+A 2009 Budget Update
In his budget speech on 22 April 2009, the Chancellor set out his measures to steer the economy towards recovery, with a focus on delayed tax increases. A summary of the main Budget proposals follows...
Smart Money Magazine Spring 2009
Creating wealth during an economic downturn, get your ISA skates on, how tax efficient are your finances? Savings tax refunds...
Smart Money Magazine Autumn 2008
Tax-efficient Saving and Investment, Socially Responsible Investment...
Smart Money Magazine Winter 2007
Inheritance Tax Update, Transferring Assets, Retirement Muscle...
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