Sports and Entertainment
ASPECT FINANCIAL SOLUTIONS
Bespoke Independent Financial Advice

Aspect Financial Solutions Limited is authorised and regulated by the Financial Conduct Authority. Privacy Statement | OFS-CIDD | Sitemap

Registered Office: Courthill House, 60 Water Lane, Wilmslow, Cheshire, SK9 5AJ |  Registered No.: 6304745 | FCA Reference No.: 502319

http://www.fsa.gov.uk/Pages/register

 

© Aspect Financial Solutions 2018

SPORTS AND ENTERTAINMENT
CORPORATE CLIENTS
PRIVATE CLIENTS

 

Aspect Financial Solutions Limited specialises in providing advice to Sports Professionals.

 

You will be able to benefit not just from the Private Client services offered by Aspect Financial Solutions but also from specialised knowledge within this market place. This may relate to areas such as tax planning, specific retirement planning at age 35 or career ending insurance policies.

 

The range of services we offer to our clients include:

 

- Retirement Advice

- Investment Planning

- Inheritance Tax

- Long Term Care Provision

- Personal & Family Protection

- Pension Planning

- Tax Deferral Schemes

- Career Ending Insurance

 

 

 

Retirement Advice

 

We are able to provide help, advice and a thorough explanation of all the options available at retirement. Only fully independent advice will do at this important point in an individuals life.

 

Arrangements we consider include:

 

- Annuities - Conventional, Investment Linked, Flexible Lifetime Plan, Enhanced Annuity, Phased/Staggered

- Drawdown - Flexible and Capped, Phased, Via SIPP

 

 

 

Investment Planning

 

To provide advice to ensure that you are not taking undue risk and to maximise the tax efficiency of your lump sum and regular savings.

 

We assist in:

 

- Establishing an investment strategy

- Portfolio planning

- Reviewing existing funds

 

 

 

Inheritance Tax Solutions

 

Advice is provided to ensure that as much of your estate as possible passes to your chosen beneficiaries and not to the Exchequer.

 

 

 

Long Term Care Provision

 

We assist clients and their families with advice on care needs and assessing and providing for their long term financial requirements, taking into account benefits provided by the state.

 

 

 

Personal & Family Protection

 

We help to ensure that both you and your family can maintain your standard of living in the event of premature death or illness.

 

 

 

Pension Planning

 

Advice is offered on the many options available to provide you with a comfortable lifestyle in your retirement. We assess your current arrangements and put a long-term plan together for you.

 

These may include:

 

- Personal/Stakeholder Pensions

- Retirement Annuities

- Executive Pensions

- Occupational Pensions

- SIPPs

- SSAS

- FURBS

 

 

Tax Deferral Schemes

 

We provide advice and assistance when you wish to defer the payment of Capital Gains Tax or simple save Income Tax.

 

The following arrangements will be considered, amongst others:

 

- Venture Capital Trusts (VCT)

- Enterprise Investment Schemes (EIS)

 

 

Career Ending Insurance

 

Most Sports Professionals are susceptible to career ending injuries during their entire career. Therefore depending on the age of the individual concerned this may result in serious financial difficulty due to cancelled contracts and limited appearances.

 

We can advise Sports Professionals on the provision of financial protection against career ending injuries to ensure their future financial security.