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Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

You will almost certainly have goals of one kind or another and these have financial implications and leaving it to chance isn't an option.Read More
When someone talks about savings and saving money, it could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts or term bonds.

Investing is what you can do with the savings you have created - if you are looking to generate a greater return on your money than is available to you through your savings instruments.Read More
No tax is popular but Inheritance Tax seems to provoke the most resentment.

After all, having built your capital suffering tax at up to 45% your heirs will lose another 40%.

The good news is this tax is designed to be avoided, provided you take action early. Government policy is to get capital moving down the generations so gifts made regularly from income or more than seven years before death are not taxed at all. Read More
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so you need to provide yourself with a secure income for the rest of your life.

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.Read More
Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

With that in mind we can help you take the right steps to protect your people and your business.

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If you're over the age of 55, equity release offers you a way to use the value of your home to raise money which can be used for any purpose. Some examples might include to provide an additional income, for home improvements, to fund long term care or to provide lifetime gifts to relatives.

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Needing long term care can be a difficult and worrying time, both for the person needing care and for family or legal representatives such as attorneys.

Some people choose to go into a care home; others reach a point where there is no choice. However you reach this point, a deep financial understanding of the costs and resources with which to pay is essential.

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Share Protection

THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

Share protection through life assurance

Directors' or partners' share agreements may provide for the remaining directors to purchase the shares of other shareholding directors should they die. However there is a risk that the remaining directors may not have sufficient funds to hand when a fellow director passes away unexpectedly.

One solution to this is to take out life cover as a source of funding.

To arrange such cover requires the understanding and agreement of all concerned. It will also require some careful calculations to determine how much cover is required.

However, it will be a comfort to all directors or partners of a business to know that their own or a colleague's death will leave the other directors with sufficient support to carry out the terms of their shareholders' agreement.

This type of policy can also include critical illness for protection in the event that a director or partner is forced to leave due to illness.

Square One Wealth Management LLP
Maple Barn
Beeches Farm Road
Shortbridge
Near Uckfield
TN22 5QD
T: 01273 921990
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The Financial Conduct Authority does not regulate Inheritance Tax Planning.

Square One Wealth Management LLP is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority. Quilter Financial Limited are entered on the FCA register (http://www.fca.org.uk/register) under reference 497604.

Square One Wealth Management LLP is registered in England and Wales, No. OC304412. Registered Office: Maple Barn, Beeches Farm Road, Shortgate, Near Uckfield, TN22 5QD.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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