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CV - Coventry

YourIFA
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YourIFA

Address: Coventry and CV postcode areas
Telephone: 01332 415352
Mobile: 07968 852463
Fax: 01332 415353
E-mail: Richard@yourIFA.co.uk
Visit our Web Site: www.yourIFA.co.uk

Contact: Richard Silverwood

YourIFA Services:

YourIFA provide tax efficient solutions to three categories of clients with differing needs.

1. Business Owners
  • Use of profits from the business
  • Property purchase
  • Planning for the sale of business and/or retirement
  • Arranging borrowing
  • Planning for the unexpected, namely death or illness
  • Employee pension and benefit packages

2. Employed higher rate tax payers
  • Reduce income tax payable on bonuses or on exercise of share options
  • Mitigating capital gains tax
  • Funding for retirement
  • Mortgages
  • Investment for capital growth

3. Retired or approaching retirement
  • Investing for income in a tax efficient manner
  • Protecting estates against inheritance tax and/or cost of long term care
  • Ensuring existing investments match needs and possibly a changing attitude to risk
  • Pre retirement audits of pension arrangements to maximise tax free cash and benefits available under differing arrangements and Inland Revenue rules

Once we understand what our clients wish to achieve, the solution will include advising and arranging;

Pensions

Including Free Standing Additional Voluntary Contributions, Stakeholder, Self Invested and Self Administered Schemes.

Investments

Including Offshore Bonds, With Profit Bonds, ISA's, Unit Trusts, Investment Trusts and Open Ended Investment Companies (OEICS).

Mortgages and Loans

Including commercial property and pension fund lending.

Tax Shelter Investments

Including Venture Capital Trusts, Enterprise Zone Property Trusts and Film Partnerships.

Protection

Including life, health, medical and critical illness cover.

The FSA do not regulate Will writing, taxation and trust advice, mortgages, finance, private medical insurance and some aspects of protection.

YourIFA is able to deliver a total wealth management service to clients which utilises the formal alliances the group has with our legal and tax advisers. Services offered include:


Legal

PRIVATE CLIENTS
  • Wills, Trusts, IHT Planning
  • Enduring Powers of Attorney
  • Probate
  • Long term care issues
  • Conveyancing - residential and commercial
  • Pension Fund investment e.g. property etc.

CORPORATE CLIENTS
  • Company formation
  • Partnership Agreements
  • Employment Law
  • Acquisition, Mergers and Disposals
  • Employee remuneration packages

Tax

PRIVATE CLIENTS
  • Total tax management
  • Tax advice on new products
  • Self assessment returns
  • Processing tax reclaims

CORPORATE
  • Acquisitions, Disposals and Mergers
  • Employee share and incentive schemes
  • Restructures

In addition the YourIFA offer business consulting in such areas as:
  • Business Healthcheck
  • Exit Strategies
  • Acquisitions
  • Disposals
  • Mergers
  • Restructures


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