WEALTH PLANNING

Daly Park is committed to helping you accumulate, manage and preserve your wealth in the most tax-efficient way possible. 

Wealth planning is the art of structuring your wealth while building it, preserving it and, in order to transfer it to the next generation, tax-optimised. Wealth planning is a mix of tax planning, wealth protection, estate planning and business succession planning. 

As today’s financial services sector is so strictly regulated, Sam Park, founding partner of Daly Park, is supported by third party financial advisers based in the City of London who provide unbiased financial and investment advice.  Our advisers spend time with each client to identify their needs.  The aim of our wealth management service is to focus on developing clear wealth management goals and to establish a definitive plan for attaining them.

A wealth plan is an in-depth look at your personal and financial life that will:

  • Help you identify and prioritise your goals and areas of concern
  • Provide you with advice and guidance—as well as clear actions—to help you achieve your goals
  • Take into account the whole picture because we work with your solicitor and other advisors to cover everything
  • Free you up to focus on building your business, contributing to your community or enjoying your lifestyle

Our Wealth Planning services cover areas such as:

  • Personal Tax & Wealth Planning
  • Inheritance Tax Planning
  • Tax –Efficient Savings & Investments
  • Retirement & Pension Planning
  • Estate and Trust Planning
  • Gifting Strategies
  • Sale and Purchase of Businesses
  • Incorporations, Company Re-organisations & Share Planning

Inheritance Tax - The New Family Home Allowance

The Family Home Allowance is a new Inheritance Tax break - a welcome relief to many considering the freeze to the Inheritance Tax nil-rate band since 2009.

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Planning Your Retirement - In Your 40s

With around 20 years left until you retire – if you’re lucky! – now could be a good time to have a look at your pension pot and review how it is invested.

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The Family Home Allowance

As of 6 April 2017, when an individual dies their estate will qualify for the family home allowance if the deceased owned a home, or a share of one, that is included in their estate and left to their 'direct descendants'.

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Tax Changes - Buy-to-let Property

A guide for individual landlords on the recent tax changes.

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Tax Newsletter - May 2017

  • Gender Pay Gap Reporting
  • Digital Skills Shortage
  • ISA Rules Misunderstood
  • IR35 Changes
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Daly Park Belfast Office

Titanic Suites, 55-59 Adelaide St,
Belfast, BT2 8FE
Fax: 028 9024 5500

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