Paramount Group - Investments

Newsflash

Protecting Tax Free cash

As you generally advise your clients regarding remuneration strategy and more importantly profits extraction it appears, following research with our existing clients that, for those who hold executive/directors pension policies and even those with small self administered schemes, it is now worth a review. This would examine whether it would be advantageous to transfer the existing benefits to a section 32 or section 32A (Block transfer) and start funding a self invested personal pension. For those who have small self administered schemes it is still possible to transfer to a section 32 and have the section 32 self invested, utilising the commercial property occupied by the sponsoring employers company.

Investments

For your investment and savings needs
Paramount always takes a holistic view of your needs by ensuring that each piece of your financial jigsaw fits with the others to create your own unique and individual strategy. This applies whether you are looking for investment growth beyond inflation, financial security for yourself or a dependant or to generate additional financial resources for retirement. You may just be seeking peace of mind that you will always be able to maintain your financial independence or you may be saving and investing for a specific purpose – future education costs, for example. Whatever you want to achieve, we will work with you to help you achieve your goals.

Fit for purpose
Our recommendations will be based upon many important factors. First and foremost, upon our understanding of your current circumstances, hopes and aspirations for the future, your tax position and your attitude to investment risk. Secondly, we will employ our own expertise and knowledge of the available options together with the sophisticated research tools available to us. The net result will be a programme that fits your precise needs and is tailored to fulfil your unique requirements.

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The value of investments can fall as well as rise and you may not get back your original investment