Welcome to Wealth Unchained, the podcast where we uncover the power of tax-led investment planning. Emma Wright, your host, chartered financial planner with 24 years of experience, unveils the hidden potential of tax-led investing for high earners and high achieving business owners.
Emma's mission is to empower entrepreneurs to take control of their wealth and make a significant impact beyond their businesses.
Episode highlights:
Lesson 1: Discover the million pound impact of tax-led investment planning!
-
Tax-led investing is a powerful tool for entrepreneurs to build and preserve wealth.
-
Emma shares a scenario illustrating the transformative impact of redirecting £5k monthly into tax-led investments, turning a potential £4mn shortfall into a wealth pot of £5.8 million.
-
Building wealth through intentional investment allows for financial independence and the ability to make impactful choices in life.
Lesson 2: Explore the 3 tax-led investment strategies entrepreneurs need to know about to hold on to profit!
-
Emma introduces three key strategies: Individual Savings Account (ISA), Pension, and Venture Capital Trust (VCT).
-
ISAs provide tax-free growth on personal wealth, while pensions offer tax relief on business profits, with the added benefit of legacy planning.
-
VCTs, a higher-risk option, offer tax benefits and the potential for impactful investing in small entrepreneurial ventures.
Lesson 3: Learn the 3 simple ways to wealth map your Six Figure business to build a million pound independence fund
-
Emma guides entrepreneurs on choosing the right investment strategy based on their financial goals and timelines.
-
ISAs for flexibility, pensions for long-term planning, and VCTs for a balance of tax-free income and impactful ventures.
-
Diversification and strategic planning are emphasised as key elements of a successful wealth map.
Conclusion:
-
Emma reassures listeners that the podcast aims to provide valuable insights without a sales pitch.
-
A special opportunity is offered for one-on-one consultations with Emma, for those seeking deeper exploration.
-
Emma emphasises the importance of taking control of one's financial destiny through tax-led investing for a brighter, more impactful future.
Thank you for listening to Wealth Unchained. For a personal consultation or video recording of this webinar, email hello@myindependentwealth.com or find the link in the show notes.
Resources:
Connect with Emma through a 1-on-1 below or email her at hello@myindependentwealth.com
Join Emma’s free facebook group https://www.facebook.com/groups/starinvestmentplanning
Visit the Independent Wealth Website for other wealth resources