Welcome to our roundup of the latest business news for our clients. Please contact us if you want to talk about how these updates affect
Income and individual protection help to alleviate worry and anxiety for you and your family because you know you’re covered for all eventualities. When illness strikes, you need to focus on getting better, so taking the time to arrange income protection means you can do precisely that. With retirement planning protection, in the final chapter, you can be sure you have the income you planned, and when the inevitable final curtain falls, a well thought out will means your legacy will be passed on to the right people.
Financial services are now strictly regulated and providing independent financial advice requires specialist knowledge. At Maple Accountancy, we have close contact with many such people to ensure you receive the expert advice you need, to help you plan for the future.
Critical illness protection is a long-term insurance policy that offers protection in the event of a serious injury or illness. If you are ever diagnosed with an illness or suffer an injury which your policy covers, you’ll receive a tax-free one-off payment to support you and the changes to your lifestyle, and alleviate any financial concerns that may occur as a result. Maple Accountancy can help you set up critical illness protection to leave you with peace of mind if the unexpected occurs.
Whatever stage of life you’re at, Maple Accountancy can help with retirement planning, and the sooner you start, the better. Retirement planning can be daunting and confusing, but it’s important to have a strategy in place to allow you to live out your golden years in comfort, safe in the knowledge you can be financially independent after retirement. Maple Accountancy makes planning for your retirement easy and hassle-free and can help maximise your income once you’re retired.
Trusts can be extremely useful for tax planning purposes. Maple Accountancy can help you to set up and manage trusts to manage your assets and ensure they are used according to the rules you set out. We advise you on which type of trust is best suited to your purposes. We can also prepare the necessary documents, and advise on appropriate trustees, to help you avoid making costly mistakes.
Maple Accountancy can help you set up a private medical insurance policy that suits you and your needs, to cover the cost of private healthcare. We can help you find the best policy for you and your budget, so you’ll be covered if you ever need private medical treatment.
A Lasting Power of Attorney (LPA) for Health and Welfare allows you to give an individual you choose and trust the legal power to make decisions about your health and welfare on your behalf in case you become unable to make decisions for yourself later in life. Maple Accountancy can help you appoint an attorney for Health and Welfare, to provide you with the assurance that the right decisions will be made if you cannot make them yourself.
Long term care planning can be complex and confusing, as there are many things to consider. Maple Accountancy can help you to make long term care plans for yourself or your loved ones and talk you through the various financial considerations to find the best options for you. We can help you to plan for the future and put steps in place to preserve your assets for the next generation.
A life assurance policy is a type of insurance that continues indefinitely and will pay out a tax-free lump sum once the policyholder passes. Life assurance gives you and your family the security and peace of mind of a guaranteed pay-out upon your death, to help support your loved ones financially even after you’re gone. Maple Accountancy can help you set up a life assurance policy suited to you and your needs.
A Lasting Power of Attorney (LPA) for Property and Financial Affairs allows you to appoint someone you trust to help you with your finances if you lose mental capacity. They may assist with making decisions about things such as money, tax, bills, bank and building society accounts, property and investments, and pensions and benefits. Maple Accountancy can help you appoint an attorney for property and financial affairs, to provide you with the assurance that the right financial decisions will be made if you cannot make them yourself.
Maple Accountancy can provide expert advice on gift-giving to help you avoid pitfalls, and reduce the amount of tax you and your loved ones must pay. Before making a gift, it is important to get professional advice from experts such as ourselves to help you and the recipient make the most of your gift.
At Maple Accountancy, we support individuals, families, and business owners throughout each stage of their professional and personal lives. We get to know you, your family, your needs, and future aspirations to develop tailored solutions to help you plan for the future. We offer life planning to help our clients plan towards their future goals, and protect their income and family after retirement, if they fall ill, and even after death.
We understand all our clients are individuals, so we tailor our services to suit your specific needs. Our team of expert accountants and financial advisors are on hand to help you through every stage of your life, by providing independent financial advice and helping to ensure you’re covered for every eventuality. Contact us today to arrange a free no-obligation consultation, so our friendly team can get to know you and your needs, answer any of your questions and you can see if we are the right fit for you.
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Your business continuity plan (BCP) is a practical guide for you and your team designed to help your business survive and quickly recover from a
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