Privacy | Terms | Cookies | Client login 



What we do

Helping you define your financial goals



Holistic Financial Planning

Leaving your future finances to chance is risky. We look at your existing financial planning and bring this together with your future goals and aspirations to help you build your financial future with an ongoing strategy for all areas of your financial world. In this area we pull together your risk assessment, your short, medium and long term planning with your tax planning and investment planning. 



Investments & Savings

Whether you are saving for something specific, or you just want your investment funds to work as efficiently as possible, we will ensure there is always a robust and repeatable process in place to support your investment planning. All too often the focus is investment return, but if the tax planning is correct from the start less risk can be taken  for the same returns.



Retirement Planning

We often say that in retirement, every day is a Saturday. The most difficult question our clients face is: how much do you think you will need to maintain your lifestyle on a monthly basis?” Most people never consider this, and just hope that when they get to retirement they will see what they can get from their pension. Planning for your future can help you enjoy those Saturdays to the fullest. We look at the lifestyle you want in the future and help you plan it.



IHT and Estate Planning

More and more people are being caught out by inheritance tax rules. Whether you already have a potential IHT issue or think you may have one in the future, good planning could help towards ensuring that more your estate is passed to the ones you love. This can often be a difficult conversation, but we can support and guide you in putting a plan together in a clear and concise manner.



Tax Planning

The level of tax paid can have a significant impact on your investment returns. We will always keep tax planning in mind and work to HMRC rules to ensure you are always planning correctly.  We will always have one eye on the most tax-efficient structure to help manage this area, and make the most of the available reliefs and exemptions.



Protection for Families

This is an often overlooked part of financial planning, but it can provide you with the peace of mind that if something happened to you, your loved ones could be cared for financially. Whether it is through business or personal protection, we can guide you through the process and help set up plans and put what needs to into Trust.

Business Services

Whether you are a big or small business, we are here to help with pensions or providing business protection for you and your employees. We can help you get what you need. We can also help with guidance for small business to enable you to make use of the corporation tax rules and exiting at the appropriate time.

Request an appointment


Please complete this form with your details and the reason for your appointment request. Our experts will then be in touch to arrange a convenient date and time.

  We would like to contact you about investment guides and news, events, and other ways we can help you. Please tick the box if you would like to stay informed by email. You can unsubscribe or choose what to receive from us at any time. Full details of how we use and secure your personal information is documented in our Privacy Notice.



What we think

All the latest news and comment from Vita Financial Planning


OUR NEWSLETTERS



How to find us

How to get in touch with Vita Financial Planning


CONTACT US

homer&co

ADDRESS
Vita Financial Planning Ltd
Orion House
Bessemer Road
Welwyn Garden City
AL7 1HH

CONTACT
T: 01707 244 450
info@vitafp.co.uk

Vita Financial Planning Limited is an appointed representative of The Tavistock Partnership Ltd which is authorised and regulated by the Financial Conduct Authority. FCA No.519014

The Financial Conduct Authority does not regulate Inheritance Tax Planning & Trusts

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Vita Financial Planning Ltd: Registered in England & Wales, No. 08420827. Registered Address: Orion House, Bessemer Road, Welwyn Garden City, England, AL7 1HH

Website design by Goldmine Media