If you are a landowner, whether as a farmer, developer or commercial asset owner, I can help ensure your land is working as hard as possible for you and your family’s long-term objectives.
If you are a landowner, whether as a farmer, developer or commercial asset owner, I can help ensure your land is working as hard as possible for you and your family’s long-term objectives.
By helping to ensure your estate is structured as tax efficiently as possible, creating multi-generational wealth, and transitioning away from ‘asset rich, cash poor’ I can help you save on tax liabilities, generate income from your land and provide help in retirement.
‘I want to make the most of my existing land opportunities’
‘I want to make my land more tax efficient’
‘I want to reduce my capital gains tax liability’
‘I want to make my land work harder for me financially’
This is all about me getting to know you, and you getting to know me. I will have an initial chat about who you are, where you are and where you want to be. I'll ask questions about your goals, your dreams, your family, and in turn you can ask me anything you like! I will also have as many initial meetings and phone calls as you require to feel that you are fully understanding me and my process.
Once you are on board, I will perform a ‘financial health check’ and start analysing and developing a tax efficient strategy based on the information you have given me. I will also set up a cash flow modelling meeting, to help you understand what your trajectory to financial independence looks like.
Once I have performed all of the necessary work, I will present you your plan and explain everything in detail to you. I will also have as many presentation meetings as needed to ensure you fully understand exactly what our advice and next steps are.
I will proactively review your circumstances and objectives in line with the tax year, important life changes and events, and your own financial year if you are a business owner. I will also arrange our ‘light touch’ monthly check-ins to allow me to react to any changes in circumstance, or events that may crop up between reviews.
The Financial Conduct Authority does not regulate Cashflow Modelling and Tax Planning
If you have any questions or would like to find out how to start your journey with The Life Company, please use the contact form below or give me a call.
If you have any questions or would like to find out how to start your journey with The Life Company, please use the contact form below or give me a call.
The Life Company is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
The Life Company is here to empower business owners, landowners and individuals to not only find out what financial independence means for you, but how to make it happen.
