gfa-advisers.co.uk

Gateway Financial Advisers

Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. Founded by an Inland Revenue Pensioneer Trustee and an Accountant in 2001, Gateway Financial Advisers operates in the commercial and personal areas of Independent Financial Advice. It also incorporates commercial and residential loan departments.

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Gateway Financial Advisers | gfa-advisers.co.uk Reviews

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Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. Founded by an Inland Revenue Pensioneer Trustee and an Accountant in 2001, Gateway Financial Advisers operates in the commercial and personal areas of Independent Financial Advice. It also incorporates commercial and residential loan departments.

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1 gateway financial advisers

2 independent financial advisers

3 investments

4 investment strategy

5 fund management

6 offshore investment bonds

7 investments bonds

8 regular savings

9 protection

10 term life assurance

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gateway financial advisers,independent financial advisers,investments,investment strategy,fund management,offshore investment bonds,investments bonds,regular savings,protection,term life assurance,critical illness,whole of life,income protection,taxation

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Gateway Financial Advisers | gfa-advisers.co.uk Reviews

https://gfa-advisers.co.uk

Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. Founded by an Inland Revenue Pensioneer Trustee and an Accountant in 2001, Gateway Financial Advisers operates in the commercial and personal areas of Independent Financial Advice. It also incorporates commercial and residential loan departments.

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gfa-advisers.co.uk

1

Gateway Financial Advisers » IHT Planning

http://www.gfa-advisers.co.uk/iht-planning

Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. A starting point for estate planning is to ensure that your Will is up to date and tax efficient. The 2004 Finance Act contained provisions that impose an income tax charge on donors who have made lifetime gifts of substantial assets with a view to avoiding Inheritance Tax o...

2

Gateway Financial Advisers » Protection

http://www.gfa-advisers.co.uk/business-protection

Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. Most of us want to ensure that our family is financially secure if we die and also have funds available if we were to suffer a major illness. Thinking about the following events may help you put your protection needs in perspective:. Major illness, e.g. heart attack.

3

Gateway Financial Advisers » Partner/Director Share Protection

http://www.gfa-advisers.co.uk/business-protection/business-protection-2/partnerdirector-share-protection

Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. What is Partner/Director Share Protection? How does it work? If critical illness cover is chosen as an additional option. Gateway Financial Advisers (UK) Ltd. 170 Upper New Walk, Leicester. LE1 7QA. Authorised and Regulated by the Financial Conduct Authority.

4

Gateway Financial Advisers » Investments

http://www.gfa-advisers.co.uk/investments

Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. When I was young, I thought that money was the most important thing in life; now that I am old, I know that it is. Gateway’s aim is to design an individual portfolio which:. Increases the value of the money invested over the medium to long term.

5

Gateway Financial Advisers » Taxation

http://www.gfa-advisers.co.uk/business-protection/business-protection-2/taxation

Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. Are there any inheritance tax issues? Taxation for Partner/Director Share Protection. If a partner/shareholding director dies and the cross option method has been used then any business property relief on their share of the business would be preserved. There is no capital ga...

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Gateway Financial Advisers

Unit Trusts & OEICs. Protective Property Trust Wills aka Life Interest Trust Wills. Special Life Assurance Trusts. Inheritance Tax Mitigation Using Trusts. Powers of Attorney and Gifts. SSAS & SIPP. Business Acquisition & Succession. Founded by an Inland Revenue Pensioneer Trustee and an Accountant in 2001, Gateway Financial Advisers operates in the commercial and personal areas of Independent Financial Advice. It also incorporates commercial and residential loan departments.

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