A Money Makeover with Joe O'Shea

TPO Partner, Joe O’Shea has teamed up with leading UK finance magazine Moneywise, to deliver a money makeover to a couple, John and Joanne Davidson, through a comprehensive financial planning report in April issue of the magazine.

Joe met the Davidson's and did a full Financial Planning review for them to see how on track they are to achieve their financial goals. He showed them how they could save £16,000!

Joe explained topics regarding entrepreneur’s relief, capital gains tax (CGT), employer pension contributions and other factors that need to be considered when winding up a company. Joe went on to discuss life time allowances, financial futures and detailed investment matters with the couple.

Read the full Moneywise article here

For more information on how to plan your financial future, try our financial independence calculator, or download ‘Freedom’, our cash flow forecasting guide.