2 Minute Financial Health Check

April 3, 2018

McEvoy Craig offers the full spectrum of services that you would expect from a firm of Qualified Accountants, but we’re different, in addition to the standard services we offer a full range of other services:

  • Are you thinking about retirement and wondering if you will have sufficient assets to provide a post retirement income?
  • Have you reviewed your savings and investments for tax efficiency?
  • Have you reviewed your mortgage deal recently?
  • Are you satisfied that you are trading in the most tax efficient vehicle (e.g. Sole Trader, Partnership, LLC or Company)
  • Have you reviewed all business and personal assets recently and do you know what your CGT liability is on retirement?
  • Do you know the most tax efficient way to transfer business assets to children or long term employees?

We can help! These are concerns that we take very seriously, we help our clients resolve these issues and achieve their financial goals.

Organising your affairs so that your wealth is preserved and passed on in the way you want is a big job . . .

Contact us now on 041-9810160 or by Email to book an appointment with one of our team of experts to ensure your financial health is protected.