The Inter-Alliance Financial review will offer specialist analysis and advice in the areas of:

Investment Planning

• Are you paying too much tax on your investment income?
• Can you obtain a higher level of income without too much risk?
• Who is managing your investment portfolio while you are generating your income?

To benefit from the full range of Investment vehicles, ranging from fixed interest securities, unit trusts, investment trusts and shares to enterprise investment schemes and venture capital trusts it is advisable to seek specialist advice.

Our qualified consultants are able to help you to develop an investment strategy that meets your investment goals and matches your attitude to risk.

Please click here to contact Inter-Alliance International regarding Investment planning.

Protection Planning

Have you protected your family and yourself against the possibilities of redundancy or prolonged ill health?

Our consultants can help you to identify those areas where you are most exposed to risk and devise the most cost effective strategies to protect you and your family. We can advise on the most appropriate life assurance, income protection, critical illness cover, accident sickness and unemployment and mortgage protection products to meet your particular needs.

Please click here to contact Inter-Alliance International regarding protection planning.

Retirement Planning

What is the most effective way to save for your retirement?

Are the provisions that you have already made going to provide your expected income?

Successful pension planning is dependent on making the right decisions for your individual circumstances. Choices concerning pension arrangements require careful consideration. We can advise you on the appropriateness of alternative retirement strategies and work with you to build and manage your retirement income.

Please click here to contact Inter-Alliance International regarding retirement planning.

Corporate Advice

The key to building a successful business is to draw upon appropriate skills and resources. While you focus your time on running your business, our consultants can help you to grow your business. We can work with you to minimise risk and optimise opportunities. We can advise you on how to protect and retain control of your stake in the business through Keyman Insurance and Partnership Protection Schemes.

We can advise you on the use of employee benefits and management incentives to increase business value and can help you to structure your business more tax efficiently. If you want to sell your business we advise on how to minimise the Inheritance Tax Liability.

Please click here to contact Inter-Alliance International regarding corporate advice.

Financial Advice Planning

Our consultants have the capability and expertise to provide you with a holistic approach to financial planning. In developing a strategy to build your wealth we begin by listening. Only when we really understand what is important to you can we form and implement a financial plan tailor made to your needs. We research the financial options available, analysing performance and assessing risk. We give you an objective overview of the financial scenarios available and provide solutions that meet your needs.

We can help you to build and protect your wealth through retirement, investment protection and tax planning.

Please click here to contact Inter-Alliance International regarding financial advice.

Inter-Alliance International Consultants are also able to advise on:

• Trusts
• Offshore Company formation
• Offshore Bank Accounts
• Property Purchase
• Estate Planning
• School Fees Planning
• Long Term Care Planning
• Medical Cover
• Wills