The Money Helper

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Insurance and Protection services in Portsmouth - The Money Helper specialises in delivering protection solutions to businesses, business owners and private individuals helping to ensure the protection and preservation of assets, business interests, personal and family financial well being through the use of trusts, insurance policies and tax planning strategies

Business Protection - we help business owners to gain a clear understanding of the risks to their business and to their personal stake in the business, then through contingency planning we assist in affordably managing and mitigating these as effectively as possible.

Personal Protection - we help our personal clients to put the appropriate insurances in place to ensure that they and their dependants do not face financial hardship or loss in the event that their household income is compromised through unemployment, ill health, injury or even death.

Asset Protection - we help our clients to protect their assets from being lost in the event of future unforeseen circumstances such as insolvency or bankruptcy, divorce or assessment for long term care by the local authority. We do this through the use of family trusts, ensuring that assets remain within the family for the benefit of future generations whilst mitigating inheritance tax liabilities.

Tax Planning - we help our clients to arrange any UK property purchases in a tax efficient manner to reduce the Stamp Duty Land Tax (SDLT) costs by up to 56.5%, saving tens, sometimes hundreds of thousands of pounds in unnecessary and legally avoidable tax.

We work hard for our clients in the above areas because we passionately believe that people work very hard to achieve their goals whether these are a successful and valuable business, a family home or financial stability and it's a travesty if these are lost for the want of some professional advice and appropriate contingency planning.

If you or a friend, relative or colleague feel that a review in any of these areas is needed or overdue just get in touch and we'll help in any way that we can.

Find further information about Portsmouth Insurance, protection or tax advice, visit The Money Helper today.