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Individual

Individual

From growing and preserving wealth through to tax planning, Kirk Rice offers a range of services to help individuals plan for the future. Our services fall into the two broad areas of financial planning and tax planning (which includes tax returns) below.

Financial Planning

Planning for yours and your family’s future is probably a high priority. Yet making sense of your finances can be daunting as there are so many things to consider.

There’s wealth accumulation to think about for a start – from investments to retirement planning. And while planning and accumulating wealth for the future is important, ensuring you and your family are suitably protected is likely to be an even higher priority.

Saving, investing and reducing your debt depends upon your ability to earn – so an accident or ill health can have a significant impact on your wealth. We will help you consider all your options, looking at personal insurances such as life assurance, income protection and critical illness.

Good planning is also about keeping your costs down so we will review your existing mortgage and protection arrangements. Our planning will also take the numerous tax reliefs into consideration.

Getting the right advice from an experienced financial planner can be life changing. Kirk Rice is a leading independent financial adviser based in the Thames Valley. ‘Independent’ means we are not tied to specific products or companies, and for our clients this means unbiased, up to the minute financial guidance.

Effective financial planning also means understanding the bigger picture. We will look across your portfolio of assets and provisions, analysing how they work together to ensure you meet your objectives. This is done at a risk level that is both acceptable and affordable to you. Using our financial specialists means you receive recommendations tailored to your specific needs – and not a simple off-the-shelf solution.

Some of the areas we advise on:

  • Retirement planning
  • Investment planning and model portfolios
  • Estate planning
  • Mortgages
  • Wealth management
  • Business and personal protection
  • Specialist investment and taxation

Tax Returns and Tax Planning

Effective tax planning is crucial in minimising your tax liabilities and taking advantage of the current tax reliefs available. But taxation is a complex affair. So, whether you are planning for retirement, an inheritance or for any other reason, using a specialist is the most effective way to ensure you don’t pay too much tax.