Page 17 - Carpe Diem Guide to Our Services
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Besides providing leading edge investment and insurance solutions,
our clients tell us that we add value to them at a review by:
• Checking how any personal • Making sure they do not miss Delivering real value
changes in income or capital out on getting money back that for money
wealth may impact their current might be owed (e.g. tax relief
provisions or tax situation on pension and retirement Positive Solutions, as part
planning)
• Utilising their existing of Intrinsic is able to use its
provisions first before • Ensuring they do not miss out scale and buying power to drive
considering starting on getting a better return than down the costs with their chosen
a new plan they should for the level of risk providers, which in turn delivers
• Explaining in simple terms they take great value and reduced costs for
how the UK Government • Reassuring them that they are you.
Budget announcements impact not taking unnecessary risk with
them by way of welfare or their current assets Positive Solutions is also able
to negotiate exclusive products
income, capital or inheritance • Placing their assets in the right and features that you will not be
tax changes
name and ownership and tax able to find anywhere else in the
• Reminding them so that they wrapper so that they legally and market. For example, our range
do not miss out on valuable ethically ensure they do not pay of protection providers offer
allowances that once they are too much tax when they want to Intrinsic unique features that are
gone, they are gone forever spend them not available to any other advisers
(e.g. ISAs) in the UK.
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