Skip to content

Quality Advice Quality Service

Show / hide the search form Menu

Year End Tax Planning 2023

How to make the most of your year end tax and investment reliefs. Let our team guide you through the main tax savings and investment options available up until 5 April

Find out more

Inheritance and the importance of financial planning

What is the value of financial advice? Is it picking the best investments? Paying less tax? Sorting out your pension? We like to think it is about achieving your aspirations, and that means making smart decisions across all aspects of your assets and money.

Find out more

Will I have enough money to retire?

We explain how easy planning for the future can be using some of our latest cash flow software. No matter how technology or investment savvy you may be, we are pretty sure this will make planning a lot clearer and simpler to understand for everyone.

Find out more

Protection options for your personal investments

We take a look under the bonnet of the investment process - explaining how we research our decisions, measure performance and select and monitor investment funds on an ongoing basis. And, Joe O'Brien outlines what options you have for protecting your investments for family and loved ones, should the worst happen.

Find out more

Improve your Farm’s Finances

Figured is a great tool to plan your farm’s future and make better informed business decisions concerning budgets and long term planning for livestock, dairy, and arable crop production.

Find out more

IR35 Off-Payroll Working

Information to help you understand the changes to the rules relating to the use of contractors in the private sector. The new rules, often referred to as IR35, mean that organisations using contractors will become responsible for determining their worker's employment status and paying tax and NI.

Find out more

Business Continuation for When the Worst Happens

In this webinar we discuss what cover may be necessary for business continuation, including key person protection and loan protection, pensions, life insurance and benefit schemes for yourself and your employees and how business owners can use their pension funds in their business.

Find out more

Inheritance Tax Planning (IHT)

This webinar looks at how financial advice should play a key part in your investment decisions when you consider Inheritance Tax (IHT) and succession planning. IHT is definitely no longer a concern just for the 'rich', with an increasing number of estates falling into the range impacted.

Find out more

Managing Risk, Maximising Pensions and Ethical Investing

In this webinar we will discuss how GWA manages risk, the option of ethical investing and the opportunities open to you with modern pension planning.

Find out more

VAT Domestic Reverse Charge

From 1 March 2021, there is a major change to the way VAT is calculated for businesses the building and construction sectors. The change, known as the Domestic Reverse Charge, has a significant effect on VAT timing and cash flow for those operating in these industries.

Find out more