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Select the points you want to take action on. Realistically, you can only hope to put four or five points into practice over the next few months so use the Action column to put your top five points into order of priority, 1-5. Then either : Print this out for your own records and to monitor your actions against your plans or: Having read the areas of our guide that are of interest, submit this through the 'Submit' facility at the end of the form and we will then work with you to help you plan to achieve your financial planning goals.
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In the next six months I will: Good idea ACTION
Evaluate the impact of current economic conditions on my net worth and future planning
Review my Will with regard to my IHT nil rate band
Discuss my plans with my accountant
Build net worth through planned investment strategies
Review my pension plans and my level of pension savings
Start making tax efficient savings, for the short or long term
Minimise my income tax liability
Protect my family by executing an enduring power of attorney
Protect my assets from bankruptcy
Start saving to fund my children's education
Start my own business
Raise finance for a new or expanding business
Take action to make my remuneration or profit extraction more tax and NIC efficient
Invest in property - residential, investment or business
Make arrangements to protect my family from financial hardship if I should die or become incapacitated
Provide for my business if I, or any other key personnel, die or become unable to work
Maximise savings in my final working years
Save to maintain my current standard of living in retirement
Minimise tax liability on my estate
Find out what my business or other assets are really worth
Transfer all or part of my business to my heirs
Transfer other assets to my heirs
Develop my estate plan as circumstances change
Review my Will for tax efficiency
Arrange for liquid assets to be available to fund taxes on my estate
Review my charitable giving
Arrange insurance - the right type, and the right amount