HOME NEWS AND EVENTS DOWNLOADS CAREERS OUR TEAM WEALTH PLANNING AUDIT ACCOUNTING & ADVISORYTAXATIONWEALTH PLANNINGCONSULTANCYFORENSIC ACCOUNTINGONLINE ACCOUNTING WEALTH PLANNING Daly Park Chartered Accountants are 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 Property as an Investment for Landlords Does owning rental property still make sense? READ ARTICLE Residence and Domicile Where you are resident and where you are domiciled affects how much UK tax you pay. READ ARTICLE Personal Tax Planning Nobody wants the taxman to take more than his fair share - planning your finances early can allow for a more tax-efficient strategy for the months and years ahead. DOWNLOAD FILE 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'. DOWNLOAD FILE Tax Changes - Buy-to-let Property A guide for individual landlords on the recent tax changes. DOWNLOAD FILE KEYWORD TAGS: Estate Planning inheritance tax pensions Savings Tax tax planning Wealth Planning OUR WEALTH PLANNING TEAM Ciara Rooney BA ACA Director 028 3832 4924 ciara.rooney@dalypark.com Sam Park BA FCA Consultant 028 3832 4924 sam@dalypark.com NEWRYBELFASTLURGAN DALY PARK NEWRY OFFICE 6 Trevor Hill Newry Co. Down, Northern Ireland BT34 1DN Tel: 028 3026 7715 Fax: 028 3025 7335 Get Directions Contact Daly Park Belfast: Privacy Policy Follow us: Web Design Belfast -->