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Wealth Aspirations » Wealth Aspirations | Our Company

http://wealthaspirations.com/our-company

What Makes Us Different. Here at Wealth Aspirations we believe in putting clients first. Unlike advisers at the banks, or those whom offer 'restricted' advice, we work on behalf of our clients - not on behalf of a select few insurance companies or banks. Our view is that if advice is not independent then it isn't worth having. We are dedicated to service. We find that an educated client is a happy client and therefore we strive to explain everything in plain English. We at Torpoint have been dealing with...

wealthaspirations.com

Wealth Aspirations » Meet The Partners

http://wealthaspirations.com/meet-the-partners

What Makes Us Different. Wealth Aspirations, Agfa House, Coal Road, Leeds, West Yorkshire, LS14 2AL, United Kingdom. Our mission is to connect clients with sound opportunities in a tax efficient, forward thinking and transparent nature. We aim to utilise technology to allow a fully interactive service which will engage and educate to the highest standard. Torpoint, Torpoint LTD. Douglas Rae, Semi-Retired Business Owner, Encon RGS. FCA Number 573420, Registered in England. Registered No: OC370712.

wealthaspirations.com

Wealth Aspirations » Wealth Aspirations | Funding an Education

http://wealthaspirations.com/funding-an-education

What Makes Us Different. Funding education broadly falls into one of two categories:. Either way the cost of each can be a great concern for many families. Prices only seem to be going in one direction. Research by the Telegraph. Shows that in 2014 the expected cost for University tuition fees alone will rise to 26,000 for students starting their degrees. Average Day Students at a Private School = 12,000 per annum. Average Boarding School Students at a Private School = 27,600 per annum. We at Torpoint ha...

wealthaspirations.com

Wealth Aspirations » Services

http://wealthaspirations.com/services

What Makes Us Different. Our transaction based service for clients with straightforward financial circumstances and specific financial planning needs. Typically this service will include basic pension and investment planning and arranging life cover and mortgages. Scientific Attitude to Risk analysis. Tax wrapper optimisation - ISA/SIPP etc. Telephone and e-mail access to adviser. Annual meeting in our offices. Annual valuation of investments. Online access to valuations. Venue to suit you. Know the enti...

wealthaspirations.com

Wealth Aspirations » Inheritance Tax

http://wealthaspirations.com/inheritance-tax

What Makes Us Different. Inheritance tax is a problem for any individual with assets exceeding 325,000 ( 650,000 for a married couple). But do not worry, we have solutions to help mitigate the potential to inheritance tax. There are many allowances which we find clients have not utilised prior to meeting with us such as outright gifts, using trusts, AIM Portfolio's, Business Property Relief (BPR), Enterprise Investment Schemes (EIS's) and Venture Capital Trusts (VCT's) but to name a few. Our mission is t...

wealthaspirations.com

Wealth Aspirations » Ask an IFA

http://wealthaspirations.com/advisor

What Makes Us Different. Do you have a question? Ask one of our Independent Financial Advisers below & we will call you straight back. Your First Name (required). Your Last Name (required). Your Telephone Number (required). Anglesey / Sir Fon. Brecknockshire / Sir Frycheiniog. Caernarfonshire / Sir Gaernarfon. Carmarthenshire / Sir Gaerfyrddin. Denbighshire / Sir Ddinbych. East Lothian / Haddingtonshire. Flintshire / Sir Fflint. Monmouthshire / Sir Fynwy. Montgomeryshire / Sir Drefaldwyn. We at Torpoint ...

wealthaspirations.com

Wealth Aspirations » Wealth Aspirations | Non-Domiciled Deemed-Domiciled

http://wealthaspirations.com/non-domiciled-deemed-domiciled

What Makes Us Different. We have had dealings with clients who fall into the above category. If you fall into this category then there are lots of planning opportunities. Remittance basis users don’t pay UK income tax or capital gains tax on non-remitted overseas income or capital gains. They do pay UK tax on UK income and capital gains, onshore and offshore bond chargeable event gains, and un-taxed overseas income and capital gains remitted to the UK. There are other options away from the remittance bas...

wealthaspirations.com

Wealth Aspirations » Wealth Aspirations | Protecting your Family

http://wealthaspirations.com/protecting-your-family

What Makes Us Different. Life doesn't always go the way we want it to. Despite our best efforts, accidents and illnesses happen and there’s nothing we can do about them except insure against them. And, though we can’t predict or protect from everything, we can help you come close. We offer a wide range of insurance options and can walk you through the different types to help you choose the one that suits your requirements:. Need to work out which cover you need and how much cover you require? We at Torpo...

wealthaspirations.com

Wealth Aspirations » Wealth Aspirations | Tax Planning

http://wealthaspirations.com/tax-planning

What Makes Us Different. Tax Planning for Individuals. The main areas of tax planning for individuals falls into one of. Capital Gains Tax Planning. Savings Tax Planning (Including dividend tax and tax on interest). We will examine the first 3 of these below. Aside from ensuring that you make sure that you claim your allowances for your allowable expenses via your tax return there are a fair few other planning methods you can be using, some of which are very effective. Venture Capital Trusts (VCT's).