Generic Financial Management plc
Chadwick Place
High Street
Codicote
Hertfordshire
SG4 8XD
Tel: 01438 822005
The Generic Wealth Management Solutions Programme™
Do you want to protect your wealth from the burden of higher taxes and the unpredictability of stock market linked investments?
Wealth creation can be likened to a journey – buying your first house, starting your first business, investing your savings, and planning for your retirement. Protecting your wealth at each stage of the journey requires a strategy and careful planning to protect it from the burden of taxation and the unpredictable performance of the stock market.
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The Circle of Wealth™ is a key component of the
Generic Wealth Management Solutions Programme™
Generic Wealth Management Solutions Programme has been designed specifically to provide clear advice so that you can make informed decisions on how you manage your wealth. So if you're looking to create wealth, protect your existing wealth, plan for retirement, extract money from your business in the most tax efficient manner or pass your wealth on to your family we can help you.
Our Generic Wealth Management Solutions Programme incorporates a six-stage financial planning process:
- The Generic Primary Review™
- The Generic Wealth Management Inventory™
- The Generic Needs Analysis™
- The Generic Financial Solutions Programme™
- The Generic Asset Model™
- The Generic Benchmark Review™
The first stage is the Generic Primary Review, which is a no-obligation one-hour free consultancy session to ascertain whether or not we can help you.
What can I expect?
The Generic Wealth Management Solutions Programme aims to:
- Reduce your tax burden
- Improve your cash flow
- Maximise the returns from your investments whilst reducing risk
- Provide for your retirement
- Minimise inheritance tax
- Provide sound strategies for extracting money from your business.
Who is the programme suitable for?
If the value of your estate, including your home, exceeds £500,000 for a single person or £1 million for a married couple or civil partnership, then you could benefit.
We can also help business owners or company directors looking for a tax-efficient income or exit strategy via a business sale by maximising the new Entrepreneurs Relief in conjunction with other reliefs.
How can I learn more?
We have a thought-provoking series of free seminars that highlight the major issues facing individuals and business owners. If you want to learn how to protect your wealth, then you should attend one of our free seminars - click here for more information.
Alternatively, call us to arrange your own private one-to-one consultancy session and let us see if we can help you further.
