Make plans for your future
Fiduciary Connection has been helping people take their first steps to a secure financial future for over 20 years.
Your Specialist Financial Adviser
Malcolm Donnelly BSc (Econ), QFA
Company director and fully qualified Financial Adviser (QFA), Malcolm has been assisting clients from across Ireland, the UK and internationally with their financial affairs for over 20 years.
Fiduciary Connection is an asset protection and wealth management consultancy, using their unique estate planning expertise to provide bespoke estate planning solutions for individuals, private clients, business owners and corporations.
Fiduciary Connection invests heavily in understanding what matters the most to clients, from a basic Will to Inheritance Tax planning and investments, ensuring a long relationship and making client financial goals is always a priority.
Quality, independent Financial Advice
Enterprise Investment Scheme Tax Relief (EIS)
The Enterprise Investment Scheme provides individuals with the opportunity to support smaller businesses in the UK to invest in.
Providing you with clear and transparent advice on how EIS relief works:
30% Income Tax relief (current year or carry back 1 year).
CGT Deferral Relief.
Income Tax loss Relief
IHT Business Property Relief.
Limits £1m per individual PA.
Government Research & Development Tax Credits
Research and Development Tax Credits are a government incentive aimed at helping UK businesses by encouraging and rewarding innovation.
We help you maximise your R&D tax credits through expert drafting of your technical narrative for your claims.
We guide you through the process from start to finish helping to make sure that enquiry rates from HMRC are low.
Equity Financing
Helping you build a comprehensive view of companies you may be interested
in investing in.
From start-ups as an Angel investor through to more substantial and well established businesses, Fiduciary Connection will help you mitigate risks, seek good opportunities and enhance long term returns.
Probate & Trust Planning
Entrusting a plan to protect your wealth is an important job and one which we take very seriously.
Minimise your tax payments, control your assets and protect your legacy to look after your loved ones.
Financial Advice
Support for all manner of clients to help them achieve their full financial potential with the best possible outcomes.
Everyone’s needs may be different, but they all want to grow their money, this is where good financial advice can help.
As with any investment, your
capital is at risk.
Contact me today for your free 30 minute consultation
Free 30 minute consultation
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Investment may not be suitable for all investors. Investors should be aware that investments in unquoted early stage companies and funds that invest in these smaller companies, including but not limited to, the Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS), carry a high level of risk. The value of an investment may go down as well as up, and investors may lose all funds invested. These investments are highly illiquid and as such, there may not be a readily available market to sell such an investment. As such, investors should not invest if likely to require the capital in the near term. Tax reliefs are dependent on personal circumstances, and are subject to change in the future. The availability of tax reliefs depends on companies invested in maintaining their qualifying status. Past performance is not a reliable indicator of future performance. Investee companies forms part of a wider portfolio of investee companies, and any decision to invest should be made only on the basis of the relevant Information Memorandum. Investors should review the further risks and Risk Factors section contained within the Information Memorandum. Investee companies may not achieve targets, may incur unexpected costs and may be subject to economic, legal, regulatory or other factors which could result in the Company’s failure. Please note that these risks are by no means exhaustive and there may be other risks which could have a material adverse impact on an Investee Company’s financial performance.
