Category: Getting advice

Structuring-tax-efficient-investments

Informed financial planning: Structuring tax efficient investments

Author: Michael Pagliari, James Kirk (yBC.tv)

Categories: Business Strategy, Getting advice, Investment & Risk, Tax Planning
Tags: captal gains, Investment, rates, tax
Informed financial planning is essential when it comes to investments. Investment managers should be well informed of tax rules so that no errors are made. Michael Pagliari explains further in this business TV show. Informed financial planning and investments There are different categories of planning, so for resident [...]
Related videos
Structuring-tax-efficient-investments

Informed financial planning: Structuring tax efficient investments

Author: Michael Pagliari, James Kirk (yBC.tv)
Lessons-won-from-selling-to-the-market-leader-twice-John-Paleomylites

Merger and acquisition deals: Advice for entrepreneurs

Author: John Paleomylites, James Kirk (yBC.tv)
Professional-advisers-should-provide-2-key-functions

High net worth families want 2 things from professional advisers

Author: Frank Akers-Douglas, James Kirk (yBC.tv)
Throwing-the-spotlight-on-professional-advice1

Informed financial planning advisors under the spotlight

Author: Doug Hall, James Kirk (yBC.tv)
Families-keep-conflict-hidden

High net worth families keep conflict hidden

Author: Frank Akers-Douglas, James Kirk (yBC.tv)
Getting-the-right-valuation-advice

Business assets need to be evaluated carefully

Author: John Rugman, James Kirk (yBC.tv)
The-role-of-forensics-in-cases-of-breach-of-contract

Financial impact of breach of contract proven by forensics

Author: Doug Hall, James Kirk (yBC.tv)
Keeping-bottom-line-targets-realistic-

Informed financial planning keeps bottom line targets realistic

Author: Michael Pagliari, James Kirk (yBC.tv)
More-disputes-with-less-resources-to-pursue-them

Legal sector has more disputes with less resources

Author: Doug Hall, James Kirk (yBC.tv)
It’s-about-presenting-the-right-information-in-court

Analysing data for court

Author: Doug Hall, James Kirk (yBC.tv)
Build-portfolios-according-to-risk-tolerance

Business risk tolerance determines portfolio

Author: Michael Pagliari, James Kirk (yBC.tv)
Defining-assets-amp-losses-in-a-service-based-economy-

Business assets & losses in a service-based economy

Author: Doug Hall, James Kirk (yBC.tv)
The-frequency-amp-nature-of-family-conflict

Personal planning and conflict resolution in family business

Author: Charles Gowlland, James Kirk (yBC.tv)
Why-do-businesses-need-to-be-evaluated

Business benefits of evaluation

Author: John Rugman, James Kirk (yBC.tv)
External-advice-about-mergers

Merger and acquisition advisors

Author: Giles Murphy, James Kirk (yBC.tv)
Helping-people-maximise-residence-tax-reliefs

Informed financial planning helps property owners

Author: Chris Springett, James Kirk (yBC.tv)
Smith-amp-Williamson-focusses-on-quality-advisors

Business growth show: A focus on quality advisors

Author: Paul Garwood, James Kirk (yBC.tv)
Company-performance-vs.-director-pay-1

Financial reporting and pay policy challeges

Author: Caroline Newsholme, James Kirk (yBC.tv)
Good-investment-managers-are-tax-savvy

Informed financial planning: Investment Managers

Author: Michael Pagliari, James Kirk (yBC.tv)
Obtaining-residential-tax-advice-could-save-you-millions-

Person centred planning for residential relief

Author: Chris Springett, James Kirk (yBC.tv)
Focusing-on-financial-planning-for-retirement

Personal planning and retirement

Author: Paul Garwood, James Kirk (yBC.tv)
Why-people-need-help-with-residential-property-taxation

Tax law and residential properties

Author: Chris Springett, James Kirk (yBC.tv)
Managing-tax-matters-for-wealthy-individuals

High net worth tax issues

Author: Chris Springett, James Kirk (yBC.tv)
Complications-caused-by-the-new-tax-regime-on-pension-plans

Personal planning within the tax regime

Author: Paul Garwood, James Kirk (yBC.tv)
Heading-transaction-services

Transaction services at Smith & Williamson

Author: Philip Quigley, James Kirk (yBC.tv)
Providing-tax-advice-to-professional-practices-and-individuals

Professional practice taxation – Smith & Williamson

Author: Pamela Sayers, James Kirk (yBC.tv)
Providing-tax-advice-to-professional-practices-and-individuals

Professional practice taxation

Author: Pamela Sayers, James Kirk (yBC.tv)
Smith-amp-Williamson-understands-the-complexities-of-residential-relief-claims

Smith & Williamson – residential relief claims

Author: Chris Springett, James Kirk (yBC.tv)
The-value-of-an-objective-financial-advisor

Innovative thinking and objective financial advice

Author: Mike Fosberry, James Kirk (yBC.tv)
Options-for-people-who-have-reached-their-pension-cap1

Person centred planning: Pension caps

Author: Mike Fosberry, James Kirk (yBC.tv)
The-importance-of-proving-residence1

Record keeping to prove residency

Author: Chris Springett, James Kirk (yBC.tv)
Dealing-with-changing-tax-legislation-and-a-volatile-investment-market

Tax law changes and a volatile investment market

Author: Mike Fosberry, James Kirk (yBC.tv)
People-need-assistance-with-financial-planning

Personal finance planning and seeking assistance

Author: Paul Garwood, James Kirk (yBC.tv)
Helping-young-businesses-go-public2

Business growth show – Helping young businesses

Author: Philip Quigley, James Kirk (yBC.tv)
Three-vital-tips-for-private-clients

Tax law – Three vital tips for private clients

Author: Chris Springett, James Kirk (yBC.tv)
Observed-changes-to-the-financial-planning-and-savings-industry

Informed financial planning industry trends

Author: Paul Garwood, James Kirk (yBC.tv)
Investigating-past-financials-and-future-projections

Business risk investigations

Author: Philip Quigley, James Kirk (yBC.tv)
Seeking-trusted-advice-during-uncertain-times

High net worth families seeking trusted advice

Author: Mike Fosberry, James Kirk (yBC.tv)
Different-ways-to-receive-pension-funds1

Personal planning and pension funds

Author: Paul Garwood, James Kirk (yBC.tv)
Successfully-advising-a-growing-number-of-retirees

Life expectancy and retirement planning

Author: Mike Fosberry, James Kirk (yBC.tv)
The-importance-of-thorough-record-keeping

Record keeping is important

Author: Chris Springett, James Kirk (yBC.tv)
Regulation-change-wont-happen-in-a-generation1

Regulation change won’t happen in a generation

Author: Sarah Hawes, James Kirk (yBC.tv)
Withholding-tax-and-offshore-income1

Withholding tax and offshore income

Author: Peter Fairchild, James Kirk (yBC.tv)
Connecting-classrooms-with-corporates1

Connecting classrooms with corporates

Author: Stephanie Hussels
Measures-directors-can-take-to-avoid-business-failure1

Independent review of a business in trouble

Author: Henry Shinners
Acting-early-can-avoid-failure1

Acting early can avoid failure

Author: Henry Shinners
Four-steps-to-prepare-for-FRS-1021

Four steps to prepare for FRS 102

Author: Jonathan Pryor
FRS-102-it-changes-everything1

FRS 102: it changes everything

Author: James Keeton
Why-you-should-focus-on-FRS-102-today1

Why you should focus on FRS 102 today

Author: Jonathan Pryor
Financial-planning-is-very-personal1

Financial planning is very personal

Author: Dani Glover
Sportspeople-generally-don’t-focus-on-tax2

UK tax laws for sports stars who generally don’t focus on tax

Author: Peter Fairchild
Connecting-the-dots-backwards1

Connecting the dots backwards

Author: Guy Rigby
The-Blue-Book-your-net-worth-in-one-place1

What Smith & Williamson offers

Author: Frank Akers-Douglas
Advising-on-employee-benefits1

Advising on employee benefits

Author: Ian Luck
A-unique-team-of-high-performers1

A unique team of high performers

Author: Peter Maher
Smith-Williamson-truly-unique1

Smith & Williamson truly unique

Author: Peter Maher
An-alternative-to-a-family-office1

Offering the right mix of services

Author: Frank Akers-Douglas
The-Blue-Book-your-net-worth-in-one-place1

When is a family office justified?

Author: Frank Akers-Douglas
The-chemistry-of-confidence1

The chemistry of confidence

Author: Frank Akers-Douglas
An-alternative-to-a-family-office1

An alternative to a family office

Author: Frank Akers-Douglas
Entrepreneurs-getting-the-right-advice-from-day-one3

The types of substantial wealth

Author: Frank Akers-Douglas
A-focus-on-the-entrepreneur1

A focus on the entrepreneur

Author: Guy Rigby
An-unusually-high-impact-service-for-entrepreneurs1

An unusually high impact service for entrepreneurs

Author: Guy Rigby
Entrepreneurs-getting-the-right-advice-from-day-one1

Entrepreneurs getting the right advice from day one

Author: Guy Rigby
Entrepreneurs-need-more-attention1

Entrepreneurs need more attention

Author: Guy Rigby
One-adviser-backed-by-highly-skilled-specialists1

One adviser, backed by highly skilled specialists

Author: Guy Rigby
Tax-planning-for-upcoming-deals1

Tax planning for upcoming deals

Author: Mark Webb
13000-pages-of-tax-code1

13,000 pages of tax code

Author: Mark Webb
A-fresh-pair-of-eyes-worth-thousands4

A fresh pair of eyes, worth thousands

Author: Mark Webb
An-accountancy-firm-that-offers-relief2

An accountancy firm that offers relief

Author: Mark Webb
Proactive-innovative-approach1

Proactive, innovative approach

Author: Mark Webb
A-fresh-perspective-could-be-profound3

A fresh perspective could be profound

Author: Mark Webb
Disruptive-technology-now-engrained-in-life

Linear thinkers need a re-boot

Author: Julie Meyer
Branson-failure-is-part-of-success1

Branson: failure is part of success

Author: Richard Branson