The holiday season is a time for giving, but did you know you can make your gifts work harder for you? As we wrap up the year, it's worth thinking about how tax-smart gifting could benefit your loved ones—and your financial plans. Read more here: https://lnkd.in/gKprWYGe
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Private Wealth Advisor, Chief Executive Officer of TruCourse Advisors
Giving gifts, especially financial gifts, is a great way to show appreciation to those closest to you. We can help you understand your options and suggest a gifting strategy that benefits both you and your loved ones. #TruCourseAdvisors #wealthmanagement #financialgift
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Principal of Peak Fifteen Financial Planning Associate Partner Practice of St. James's Place Wealth Management
The season of giving is here—but did you know your gifts could do more than spread festive cheer? With some thoughtful planning, you can give and make the most of tax-efficient gifting opportunities. Our latest article shares tips to help you navigate the festive season with your finances in mind. Discover how to gift smartly this Christmas: https://lnkd.in/ed4draVi Want to make your gifts go further? We’re here to help you explore the financial strategies that work best for you and your loved ones. Contact us today! #FinancialPlanning #WirralBusiness #FinancialPlanner #BusinessPlanning
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Giving gifts, especially financial gifts, is a great way to show appreciation to those closest to you. We can help you understand your options and suggest a gifting strategy that benefits both you and your loved ones. #SetTheFuture
12 gifts to financially empower your loved ones
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Gifting can be tricky. This holiday season, AJ wanted to share a tip about gifts and financial gifts with all of you. Take a look and see how you and your family can benefit from financial gifting! #financialgifts #holidayseason #gifting #holiday #gifts #gift
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Your kids will always need you – no matter how old they get! Whether they’re buying their first home, starting a family, or dealing with unexpected challenges, chances are, they’ll turn to you for support. If you’re thinking of helping them out financially, have you thought about the best way to do it? I can help you consider your gifting options, showing you how you may be able to help your children, without compromising your own financial security. Working with a professional ensures that you’re not just giving money, but also making a smart financial decision for both you and your family’s future. Let’s talk about how to support your kids in a way that makes sense for everyone #FamilyFinances #GenerationalWealth #FinancialPlanning #SmartSupport
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Your kids will always need you – no matter how old they get! Whether they’re buying their first home, starting a family, or dealing with unexpected challenges, chances are, they’ll turn to you for support. If you’re thinking of helping them out financially, have you thought about the best way to do it? I can help you consider your gifting options, showing you how you may be able to help your children, without compromising your own financial security. Working with a professional ensures that you’re not just giving money, but also making a smart financial decision for both you and your family’s future. Let’s talk about how to support your kids in a way that makes sense for everyone #FamilyFinances #GenerationalWealth #FinancialPlanning #SmartSupport
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Retire at 55 with more wealth, and more time to enjoy it. Independent Financial Advice. My clients are more informed, empowered and confident. Pension, mortgage, life insurance, equity release, estate planning advice.
Your kids will always need you – no matter how old they get! Whether they’re buying their first home, starting a family, or dealing with unexpected challenges, chances are, they’ll turn to you for support. If you’re thinking of helping them out financially, have you thought about the best way to do it? I can help you consider your gifting options, showing you how you may be able to help your children, without compromising your own financial security. Working with a professional ensures that you’re not just giving money, but also making a smart financial decision for both you and your family’s future. Let’s talk about how to support your kids in a way that makes sense for everyone #FamilyFinances #GenerationalWealth #FinancialPlanning #SmartSupport
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Your kids will always need you – no matter how old they get! Whether they’re buying their first home, starting a family, or dealing with unexpected challenges, chances are, they’ll turn to you for support. If you’re thinking of helping them out financially, have you thought about the best way to do it? I can help you consider your gifting options, showing you how you may be able to help your children, without compromising your own financial security. Working with a professional ensures that you’re not just giving money, but also making a smart financial decision for both you and your family’s future. Let’s talk about how to support your kids in a way that makes sense for everyone #FamilyFinances #GenerationalWealth #FinancialPlanning #SmartSupport
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At Family Legacy Wealth Solutions, we believe in the power of knowledge and collaboration. With significant changes on the horizon in estate and gift tax exemptions, it’s the perfect time to evaluate your financial strategies. As a thought leader in the industry, I’m here to guide you through these complexities. #FinancialSuccess #ThoughtLeadership #EstatePlanning #CharitableGiving
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With the Christmas season nearing, it's so tempting to spend frivolously that could distract us from prioritizing our financial goals. Getting your Christmas bonuses should mean investing your money because it offers more longevity in terms of future financial rewards. Consider delaying spending on expensive items this holiday period. Instead, choose practical gifts for your loved ones that do not impede on your long-term financial goals. This will help you make the strategic choices that allow you to enjoy the lifestyle you want, both now and in the future. If you need help in starting your financial journey, I can help. 🙂 Let’s chat!
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