As with many of life’s ailments prevention of financial hardship is better than cure. The benefits of professionally assisted financial planning could be felt now and in the future for you and those important to you.



Capital Gains Limited will work with you and your existing advisors to fully understand your financial situation; your present and future objectives and, once analysed in detail, provide advice on the most appropriate way to meet those objectives. Utilising powerful computer software advice may be given on the most suitable fund managers to invest with from the market as a whole.

Our aim is to make you excited about what your money can do for you in achieving your financial goals. By providing fully personalised and creative solutions we ensure the strategy employed is tailored to your individual circumstances. Delivery of the service you desire at the speed you require is our goal.

How can you be sure that your present wealth is adequately protected and growing at the optimum level? In a fast changing world it is only prudent to put plans in place in order to achieve personal/business goals and avoid unforeseen hazards.

Take a moment to consider the following:



1. Asset backed investments have regularly outperformed deposit based products over the medium-long term although past performance is not necessarily a guide to the future.
2. Few workers can rely on full employment until age 65.
3. State funded benefits are under constant pressure and review.
4. The cost of living increases year on year and based on data for the years 1999-2001 the life expectancy of men in the UK is age 75, age 80 for women.
(Source: Government Actuary's Department)
5. In an era of individual choice and empowerment the burden of providing for ones’ future and the financial security of the family rests firmly on the shoulders of the individual.



1. Including employee financial planning considerations within existing business strategy may save you Tax and National Insurance costs while also adding value to your business.
2. Business people rarely pause to put succession plans on paper and few take independant advice on the relevant taxation considerations and consequences.


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