10 Minute Challenge Make Money Save Money Pay Less Tax
Published / Last Updated on 18/07/2025
This week during a 15-minute telephone call with a prospective client, within the first 10 minutes we had offered them a solution to change their Wills and insert a trust clause that would protect half their property wealth. This may save the family hundreds of thousands of ‘at risk’ wealth. Our fees to do this were less than 0.5% of the total wealth.
This set us to revisit a video that we shot 11 years ago: “10 Minute Challenge to Make Money, Save Money, Pay Less Tax”. Could we make or save you money or tax in just a 10 minute telephone call? We believe for most people we will.
In that 10-minute telephone call, we may be able to:
- Check your pensions and investments for better terms, lower charges and more flexible, wider options which may have implications for you, your future and your loved ones.
- Check your overall position for and save taxes, are allowances you are not aware of or not using, should you use trusts, should you be making financial gifts or indeed your family doing the same?
- Can you save money on financial adviser fees? Is your existing financial adviser charging you too much? Are they taking a % of your wealth?
- Are your investments in the right area or funds for the current climate of higher taxes, economic and political turmoil, not withstanding conflict that seems to be everywhere at present?
- Could you make your money work harder for you?
- Are there ways to protect your wealth from taxation or means testing?
- Are there ways to change your income/pay to lower taxation?
Can we help make you money, save you money and pay less tax in 10 minutes?
Do your homework:
- Either write down or have in your head a summary of your asset and income position.
- Try and get copies of you statements and policy documents so that we can review your charges and funds.
- Book a Call Back Appointment with us and then Upload Documents to our My Documents Depository.
