Financial Review

£145.00 + VAT

From pre-sale to ongoing advice, receiving customised financial and tax planning ensures your capital is invested appropriately, you are utilising available reliefs, allowances and exemptions, and your wealth is passed on tax-efficiently.

Having provided us with some background information on your financial and tax position, Velocity will arrange a meeting or Zoom call with a qualified financial adviser who will provide insights into investment, retirement and estate planning. For business owners, advice will be tailored towards extracting profits from a company, business succession and protection.

Deliverables 

A 1-hour meeting or call with a leading financial adviser to cover:

  1. Investment planning
  2. Retirement planning
  3. Inheritance tax mitigation
  4. Tax-advantaged solutions
  5. Trusts
  6. Corporate services

How it works:

  1. Buy the ‘Financial Review’ product through the Online Shop
  2. Provide your name and details
  3. Provide us with the key areas you need assistance on
  4. Our financial experts will be in touch in 24 hours

 


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