Guides and Videos

Cash Flow Financial Planning

Cash flow planning should form the cornerstone of any longer term financial plan.  Not sure how it can help?  See our video below:

Business Financial Planning

Akrivis Wealth works with a number of business owners to help coordinate their finances.  To find out how we can help, see our video below:

Pension Review and Consolidation Planning

Pensions can be a tricky subject.  To find out how we can help you coordinate your retriement planning, see our video below:

How to protect your wealth

Wealth protection should be at the heart of a good financial plan.  To consider some of the key points, see our video below:

Tax planning for directors

There are a range of ways that directors can take profits from their business.  To find out how we can help, see our video below:

Optimise your pension plan

Achieving the best outcome in retirement is not simply about investment returns.  To find out how we can help, see our video below:

The Financial Planning Journey

All of us want to make the most of our money. Whether it’s starting to save for or take retirement or investing to provide for our children’s education, financial planning can help everyone across their lives.

Investment Planning and Asset Allocation

Investment planning is now more of a science than an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged a more scientific approach. But has your investment strategy kept pace?

Saving for Retirement

Retirement is something most of us look forward to − particularly on a Monday morning. However, those thoughts are often little more than a whimsical cocktail of not having to work and prolonged holidays. The reality could be rather different, particularly if your retirement date is some way off.

Pension Tax Planning for Higher Earners

If you are a high-earner and feel you are paying more and more tax, you are not alone. More than one in seven income tax payers are taxed at the higher or additional rate and they pay about two thirds of all income tax

Taking Income at retirement

There comes a time when you stop working for your money and put your money to work for you. For most people, that is retirement.
The decisions you make then could have repercussions for the rest of your life, and in recent years there have been some major changes to the retirement choices you can make with your pensions.

Business Succession Planning

If you are a business owner, business succession planning and insurance is important. It is simply the process of planning for what you want to happen if you (or your co-owner, if you have one) were to die or fall seriously ill.

Investing Tax efficiently

The way that investments are taxed has changed over recent years as successive governments have chosen to handle various sources of investment income in different ways. The aim has typically been to increase tax revenues.

Financial Protection for you and your family

Most people’s finances are like a house of cards, with their ability to earn an income acting as the bottom row. Everything else rests upon this bottom layer and, should the worst happen and your income stop, the whole house can come tumbling down. Life and health insurance protection underpins most good financial planning. These types of insurance can ensure that, if the worst should happen, the right amount of money will reach the right hands at the right time.

You and Yours – Estate Planning

Estate planning often becomes, and all too often remains, a do-it-tomorrow task. When it could suddenly become all-important it might be too late. After all, accidents and illnesses can and do happen.

Making the most of ISAs

ISAs began life as relatively simple savings plans, but over the years the rules surrounding them have become ever more complex. This guide will explain how five types work, in order of their original launch date.

Investing for Children

Most parents want to help their children financially, whether it is making sure there is enough money for their education or eventually helping them to buy a property. An early objective as they grow up may well be to help children understand the value and importance of money.

Taxation of Property

Becoming a landlord has been an attractive proposition for anyone who could raise a deposit, thanks to a prolonged period of low borrowing costs and generally rising property values. However, interest rates have finally started to rise and uncertainty in the housing market has reduced property prices.