3 sixty:Tax Facts 2008/2009

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Enjoying a long and fulfilling retirement
Setting financial targets is the key

Increasing financial security and freedom
Make sure your financial affairs are in good shape

Diversification
Spreading the risk to acquire a good mix of assets

Nothing is certain but death and taxes
It’s not only the super-rich that are subject to inheritance tax

Investing for growth, income or for both
What are the options available to you?

State Pension happy 100th birthday

Have you accumulated a number of different pension plans?
Consolidation of your retirement funds could bring benefits

Protecting your family’s lifestyle
Obtain the right advice for your needs

Uncovering the jargon
Getting to grips with the language of investment

Taking control of your pensions investments
Tax-efficient wrappers provide a wide variety of options

shareholder protection
Could you retain control of your business?

The damaging effects of loosing a key person
Protecting the business against financial loss requires prior planning

Venture Capital Trusts
Nothing ventured, nothing gained

Bank of mum and dad
Forced to turn to bank of sons and daughters to fund long term care

Investment planning
The expectation of greater reward