As part of our overall accountancy offering, we develop, implement and monitor bespoke long-term plans for individuals and their families. This includes business owners wishing to either exit or capitalise on their organisation.
To do this, we adopt a holistic approach – leaving no stone unturned so that our clients receive only the most comprehensive financial planning service. And by working closely with our partners, we keep you one step ahead of the game too. The result? Peace of mind that your finances and investments are working to your objectives, and as efficiently as possible.
Ultimately, our purpose is to give you the certainty that you can enjoy your life to the very fullest, both today and in the future. Now that’s a Bright Idea.
Introducing Simon Chapman
Take advantage of our financial planning services, and we’ll connect you to Simon Chapman. With over 30 years worth of experience, you can trust that your financial matters are safe in his hands.
It doesn’t matter what stage of life you’re at – it’s so vital to get expert advice on your pension plans and investments. Whether you need to set up or review existing retirement strategies for you and your team, or implement lifestyle planning for you and your family, turn to our accounting professionals and amplify your opportunities.
2Tax, trust and estate planning
You spend your life working hard to build your wealth. But without careful planning, your family could lose a large proportion of your estate to a hefty Inheritance Tax bill. Bright Ideas Financial Planning considers all tax implications, creating a structured plan to reduce Inheritance Tax whilst maintaining flexibility and control of your assets.
We can advise on:
Inheritance Tax planning
Gift and loan arrangements
Trusts, including spousal bypass, family protection and discounted gift trusts
Gift rules, including potentially exempt transfers and chargeable lifetime transfers
3Personal protection
Protect what’s most important in your life: your family and yourself. We understand that sometimes this can be a tough conversation to have, but we also know how vital personal protection is. We are the specialists in this area, and can create bespoke plans that act as a safety net in a range of challenging circumstances and unexpected eventualities.
4Business protection
The most valuable asset to any business is undoubtedly its people – without them, a company risks its survival. Our fresh approach to business protection will help safeguard you, your team, and the organisation you’ve worked hard to build, should the worst happen. In partnership with our providers, we’ll recommend the most effective product mix.
Bright Ideas Financial Planning is a trading style of Cheetham Jackson JV LLP which is an appointed representative of Cheetham Jackson Limited which is regulated by the Financial Conduct Authority.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
