Friday, March 23rd, 2012
Beat The Budget Blues With Financial Planning
In case you hadn’t noticed, the Budget was announced this week.
As usual, there have been a number of eager beavers who have raced to be first out of the blocks with their analysis about who has benefited and who has lost out from the Budget.
The problem with winning this race is that it makes people concentrate on tax and less on the crucial Financial Planning elements of how individuals are affected by any changes.
We have clients who will be better off in the long term from this budget and we have clients that will be worse off. Our clients know that during their annual update meeting, when their Masterplan is refreshed, that we will address their tax situation and ensure that their strategy is optimised for tax. Our Client Service Charter spells this out.
Financial Planning is far more than being just about tax, it is about ensuring that our clients are able to realise their future goals, which, by and large, are about more exciting things than tax.< Back