Welcome

This site has one aim – to provide you with information on the most effective Wealth Creation & Preservation strategies available in the UK today.

*From the creator of The Wealth Control Programme TM comes PIP – The Property Income Plan – How to generate a 5% per annum income without Investment, without Loan, without Debt – A UK first and exclusive product - *GO TO ASSET MANAGEMENT*

*For the latest on “CAPITAL PROTECTION DURING A PERIOD OF WEALTH DESTRUCTION” * 

GO TO PRIVATE WEALTH MANAGEMENT*

"With Garry's expert guidance I achieved 116% growth in 3 years!  When I received the call to inform me that I'd more than doubled my money in just 3 years, I was absolutely delighted"

– Ian Gregorelli, MD, The Prix Ltd.

more testimonials.

It is not our standard practice to recommend ‘off the shelf’ traditional products.

Our service concentrates on finding the right BESPOKE SOLUTIONS for our private clients and not in the sale of PRODUCTS. It’s in this way that we protect and create our client’s wealth. It’s also in this way that we earn our reward, as we charge a fee based on the results achieved by the client.

Financial Planning

We understand the importance of lifestyle planning for today, and for your future.

We combine the best of a dedicated consultancy, backed by a focused research team, providing you with up to date cutting edge opportunities to match your personal objectives:

o Research into tax and investment concepts

o Exclusive investment and planning opportunities

o Combined negotiation and buying power

Your affairs will be dealt with personally and in confidence by Garry Williams.

Asset Management

The 5G aim of asset management is to optimise your desired RETURN with the minimum amount of risk and volatility. We also understand the importance of LIQUIDITY in achieving your ultimate goals.

AVAILABLE FROM JULY 2010 – The Property Income Plan (UK First and exclusive product)

How to generate a 5% per annum income without Investment, without Loan, without Debt.

As we know most individuals’ most valuable asset is typically Property whether this is their Main Residence, Investment Property, Commercial Property or Land. Many of these Properties are extremely valuable assets which hold a considerable amount of equity. It is this equity which can be accessed by YOU for gain without having to raise a loan (THIS IS NOT EQUITY RELEASE). And perhaps most importantly there is no need to change the legal ownership or right of title of the property.

FOR MORE INFORMATION PLEASE CALL 0845 337 9163 or send an Email request to info@5gwealthmanagement.co.uk

Property Income Plan Background & Legal Fundamentals
The principle behind this opportunity and it’s demand is the European Unions legal requirement for Insurance Companies to increase their Solvency Margins (known as Capital Adequacy). This legislation is called Solvency II. This legislation has been developed over many years (since the mid 1990’s) and is not simply a reaction to the latest financial crisis.

What does Solvency II mean and why is it so important?
For Insurance Companies to continue writing their existing new business levels most will need to increase their Capital Adequacy margins, an almost impossible task given the current financial landscape. Solvency II will become ratified next year and will become fully operational in 2010.

If Capital Adequacy margins are not met then the Insurance Companies will have to reduce the levels of new business that they write and/or find ways to ‘de-risk’ which could lead to selling off parts of their business. Any of these ‘forced’ events could have negative affects on the business, profits and shareholders.

Where does the Property Income Plan fit in? The Property Income Plan will provide affordable access to capital otherwise unavailable elsewhere in the market, this capital satisfies EU Solvency II regulation under tier II capital – In plain English – The Capital we make available at a premium will allow the Insurance Companies to write more business.

We will only deal with ‘AA’ rated or better UK Insurance Companies for example the likes of Prudential, Aviva, Legal & General and Friends Provident to name but a few.

The initial facility we will have available for income generation is for an amount of £1Bn of capital, further tranches will follow, as we understand it, the Insurance Companies will require multi Billions over the next 10 years or so to satisfy their requirements. The opportunity and demand is therefore clear.

What is the legal process?
The PIP provides a 3 year licence agreement over a Capital Asset value (in this example £1Bn) which means that the Insurance Company can write a further £8Bn of profitable new business.

To benefit from the PIP and purchase a licence agreement the Insurance Company must satisfy minimum criteria and agree to pay a monthly rent from which the PIP provides the client with their 5% per annum income, payable monthly for 3 years.

The capital asset value upon which the licence is granted is based on the ‘free equity’ of a Client’s property/land upon which a financial (not legal) charge is taken for a 3 year period. The maximum financial charge allowable under the PIP is 50% of a clients ‘free equity’. The minimum amount is £50,000.

The PIP is suitable to Individuals, Companies, Pension Funds and Trust clients who are attracted by an additional 5% per annum income/growth or for clients who simply recognise the opportunity and would like to receive a further 5% income.

The client’s assets are protected within the PIP structure under the terms and conditions of the licence (protected under Contract Law); if the Insurance Company fails to pay a monthly rent and/or the Insurance Company is forced into liquidation the Contract is broken and the client faces no financial consequence other than potential no receipt of any outstanding income.

There are NO loans involved in this transaction, NO debt, NO investment required, NO interest repayments and NO legal change of ownership or title. This is NOT an equity release plan.

At the end of the 3 year period the financial charge is removed automatically from the property and the client can choose whether to renew the PIP or not as the case may be.

The 5G Wealth Management Advantage…

Our goal is to help you improve the overall risk and reward characteristics of your portfolio through diversification and customised investment strategies. Utilising our array of affiliated contacts (Including Bloomburg’s leading Currency Economist) there are a variety of ways that 5G Wealth Management can help you achieve your objectives.

Investment Strategy

The 5G aim is to provide simple yet effective advice on asset allocation and expert portfolio management. At 5G you WON’T have advice simply on Equities & Markets as their CORRELATED status means that you are too exposed to the RISKS, UNCERTAINTY and VOLATILITY that they offer. Instead we focus our activities on leading edge advise in NON-CORRELATED & STRUCTURED investments these are sophisticated alternative investments used in the main by institutional investors.

An example of our current investment offering shows that you have access to the following investments;

* A Structured Deposit Account with 100% Capital Guarantee

* An income producing investment aiming to provide 10%+per annum

* A Guaranteed Forex Fund aiming for 15%+ Capital Growth pa

* An “Absolute return” investment

* A Polish Property Fund

* A Romanian Property Fund

* A Bordeaux First Growth Fine Wine Fund

* A Re-Zoning Land Fund potential return of 50%+ within 2 years

* A UK Property Vulture Fund

* A Mauritius Property Investment

* An Africa Farming Investment with Capital Protection

* A Private Finance Fund

* A Geared Investment Strategy

* And coming soon a Senior Life Settlement Investment

Our aim is to seek returns in excess of 15% per annum for our clients. We operate an ‘Investment Performance Fee’ Strategy which means that we receive a reward if we outperform the expected target return.

Financial Wealth Plan

Wealth Strategy Plan

We will meet to assess your current situation and establish your future goals and aspirations; we then develop your very own bespoke wealth strategy plan.

With the personal attention of Garry as your Wealth Manager, we utilise a team of recognised industry specialists. We work continuously with you and your external financial advisors (as necessary), so that you can benefit from our individual knowledge and collective professionalism.

Leading this team, Garry will seek to:

§ Understand your personal priorities and needs

§ Help you clarify your goals

§ Develop (or refine) your Wealth Strategy Plan

§ Create integrated strategies to help achieve your objectives

§ Guide you through the implementation of your plan

§ Monitor and adjust your plan as your priorities and needs shift

Private Wealth Management

CAPITAL PROTECTION DURING A PERIOD OF WEALTH DESTRUCTION

The end of 2008 and the beginning of 2009, has seen a period of financial uncertainty and volatility not seen before during our lifetime. It has lead to some of the most eminent and leading authorities such as George Soros to comment ‘we are entering a period of wealth destruction, where at best a person can expect is to preserve his wealth’.

In the UK interest rates have dropped to an historic all time low of 0.5%, unemployment is rapidly increasing and the Bank of England/Government have taken the unprecedented step of introducing £75Bn hoping that this will stimulate the UK economy.

It is anticipated and accepted by many that this will be a deep and long recession which may take a minimum of 3 to 4 years or possibly up to 10 years before we fully recover. Unfortunately further problems lie ahead as sterling will reduce in value against other currencies and although inflation appears to be under control for now it will inevitably increase in the near future, as the Governments stimulus package (£75Bn) takes affect. Another unfortunate consequence of this massive amount of borrowing by the UK Government is that taxation across the board will increase in future years, Alistair Darling has already indicated that higher rate tax payers will pay 45% from 2010 and this may need to increase further.

So in summary we are in a recessionary period, with lowest ever interest rates, unemployment raising rapidly, inflation likely to increase, sterling being devalued and taxation is rising. Not a very promising picture.

How can we help?

During turbulent times there are always opportunities. The difficulty today is that the times are very turbulent and although volatility can sometimes be good but when it is mixed with a huge amount of uncertainty that makes any investment decisions even more difficult.

Therefore only serious and sophisticated professional investors should speculate to accumulate at this time as one incorrect trade could decimate an individual’s investment.

It is with this backdrop in mind and after researching the market for over 18 months that has enabled us to offer our clients a suite of investments which offer Capital Protection, prospects for high income and perhaps most important at this time provide a high level of liquidity.

Also with an eye on future taxation these investments can be arranged in such a way to provide maximum tax efficiency.

We also specialise with advice for repairing investment strategies for both individuals and institutions.

Financial Year - 2008 - Financial Opportunities – 2008

(Please contact us for further updates on the Environmental Investment Projects)

40% Income Tax Reclaim....

Simply provide us with the amount of 40% Income Tax that you have paid over the last 4 years and we’ll show you how much of your Tax you are entitled to re-claim, it might be 100%!

HOW?

Through investment into Environmental Investment Projects which are gaining pace and worldwide recognition...

The 4 Main Research Projects are identified as follows;

1, Community Biomass (Bio fuel)

2, Tidal Power Electricity Generation

3, Tree-Free Paper production

4, Accelerated Tree Growth and the Creation of Carbon Credits

Negotiation with several European and indeed Worldwide Governments have commenced to create interest in these innovative solutions. Initial feedback is very positive and research and development will continue with the ultimate aim of providing significant commercial profits within the next 3 - 4 years.

For NEW investors in 2007/08 -

You can now request the latest "Environmental Solutions" PDF, which is a guide to the 2007/08 Environmental Investment Opportunity.

Simply email your request to info@5GWealthManagement.co.uk and we'll email a copy to you.

· ENVIRONMENTAL UPDATE * ENVIRONMENTAL UPDATE *

Do you need help in writing your Social & Environment Responsibility Statement?

Why do you need a Social & Environment Responsibility Statement?

What are the benefits of a Social & Environment Responsibility Statement?

These are just some of the questions we are being asked more and more regularly nowadays, and there are very simple and effective ways in which we can help you to help yourself, and your company.

The IMPORTANCE of reflecting and matching your clients' expectations?

In the most recent survey about how people feel and care about their responsibility to social and environmental issues the results and changes over previous years were startling...

1998   -   28%

2002   -   44%

2006   -   98%

So the question has to be...Is your company matching your clients' expectations, and what can you do to improve your situation and positioning.

We have some very simple options which will dramatically improve your clients' "feel good" factor about you. And better still, you can reclaim potentially all of your 40% tax paid over the last 4 years!

So if it's good enough for Branson then why not for you and your company?

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *

So, what do M&S, Virgin, Norwich Union, The UK Government and 5G Wealth Management all have in common?

We, along with many, many other organisations are committed to contributing positively to the environment and reducing carbon emissions.

Some cynics suspect that this sudden outpouring of support for the environment is simply a PR exercise, a way to endear themselves to the general public. Others see this as a positive step forward  in reducing global warming and will support these organisations over others!

The TRUTH? Well, it probably lies somewhere between these two views.

What we need to consider and understand is that under The Kyoto Treaty, during the next 3-4 years, organisations around the world need to reduce their emissions of carbon dramatically or face severe penalties. Some, such as the large Oil and Airline Companies are already way, way behind the target and will face multi-million penalties.

A way to reduce these potential penalties is to invest into Carbon Credits now, this way the Companies are contributing to Environmental Friendly projects which gains a credit rather than a debit on their "Emissions Balance Sheet". It also puts them in favour with their shareholders, customers and voting public alike!

So however convenient or in-convenient the Truth may be, there are always at least two ways to look at the same problem!!

And as far as 5G is concerned, we are specialists in finding ways to contribute positively to the environment AND gain a positive financial result for our clients.

>>>> For more information, read on >>>>

Corporation Tax reduction planning –                                                       

The structure for this planning is now almost ready, and will hopefully be ready for use during the current financial year.  An appropriate investment will qualify as an allowable business expenditure thus benefiting from a reduction of company profits and hence a Corporation Tax reduction.  The prospects are of an extremely high and increasing future income (from 2011 onwards), and with the prospect of an immediate Tax reduction.  It is thought that many Company Directors will prefer this as a more suitable option to traditional Pensions planning.

>>>> For more information, read on >>>>

Professor Ian Swingland is awarded an OBE in the 2007 New Years Honours List.

So what? You may say.

What for? You should say.

He was awarded the OBE for his continued work in the Scientific field of Environmental research, including a substantial amount of work into the Environmental Partnership Investment currently promoted by 5G.

He is also a leading Scientific Adviser to the Government.  At a recent conference the presentation proceeded along these lines…

“Imagine what it must have been like in America in the seventies and being involved with what became known as Microsoft.  And now what is Microsoft worth? Billions!”  

And so, an opportunity potentially greater than Microsoft exists today?

What? Did you miss it, or were you just too busy to notice?

OR Is it just too good to be true?

Just like Microsoft was in the seventies –

“Every home to have a computer by the end of the century” – Bill Gates. 

“Nonsense! It will never happen” were the cries. 

And they were right of course, because even today some 35 years later, still not every home has a computer!  But still, the Microsoft success story is still a phenomenal one, which has made a substantial amount of money for a great number of people.

So, what is the opportunity, potentially greater than the Microsoft story?

Saving the planet – of course!

And in the process, discovering ways of producing environmentally friendly fuels at an amazingly fast pace which will reduce the future need for Nuclear and Coal Powered Stations. 

Also crops that can produce paper at almost half the cost of traditional methods, i.e. saving millions and millions of trees and rewarding it’s investors handsomely.

Not to mention, Carbon Credits, Methane Absorption and High value medicine producing trees!!

And the investors into the Environmental Partnership will share the profits made from these ventures!

Conservative calculations show that each investment of £100,000 now will produce a £100,000 per annum income from 2011.

In addition to all of this, is the possibility of claiming a Higher rate Income Tax / Capital Gains refund of £160,000 for each £100,000 investment!

So, whether you’re an environmentalist or not, you really must know more about the Microsoft story for the new Millennium!

We are now arranging meetings for Mid-End February 2007, and will endeavour to complete all planning for meetings which take place during February and up to Friday 9^th March 2007.  This is subject to change watch this space for updates. 

PLEASE NOTE: ALL PLANNING MUST BE COMPLETED BY END MARCH 2007.

>>>>>>>>>> More Information >>>>>>>>>> More Information >>>>>>>>>>

Chancellor Gordon Brown announced in his 2006 pre-budget report that the UK will invest £550m for green technology and initiatives to tackle climate change.

The key points of the opportunity are:

* Investments in companies delivering research projects in to Greenhouse Gas Reducing opportunities in line with Kyoto Protocol and other Government initiatives are eligible for special tax breaks.

*As a 40% tax payer you can claim back the previous 3 years allowance and the current year giving you a potential 160% Income Tax Refund.

Investors can for example:

*Invest £100,000 in to an eligible investment / partnership.

*Reclaim the Green Income Tax Refund i.e.4 years of tax at 40% = £160K payable in about 18 months time.

*You keep your original investment and receive a potential £100,000 Gross income per annum for 2011.

There are several research projects in which the partnership is involved two of which are well progressed;

Wetlands update; The objective of this project is to produce paper pulp from a "tree" that grows faster and can make paper cheaper than normal methods - this method also saves 18,000,000,000 trees (and their leaf canopy) per year!! There are also greater and greater demands each year for paper from both the Indian and Chinese led economies. This is creating even more of a need to find a solution for this problem.

Improving yield from Bio-Fuel crops; This project has dramatically advanced over the last month, to the stage now that crops can be grown at such a rapid pace that they will be a direct replacement to current fuel production; Therefore reducing the future reliance on Coal Based Generation and Nuclear Power Stations.  The returns potential on this type of solution will become so great that they are almost un-imaginable.   

The other project area's include:

*Methane absorption methods,

*Micro managed and accelerated tree growth to achieve Carbon Credits.

*Production of high value medical crops from tree's.

The £100,000 Gross income per annum as quoted above is derived only from the Wetlands Project. Success in any other projects will also reap huge profits to be shared by the investors.

This initiative is seen by HMRC (Inland Revenue) as a legitimate business investment as the areas of research bring a large commercial profit from which the future potential tax liabilities (2011 onwards) will be significantly greater than the initial tax refunds granted.

Want to know if you qualify for this opportunity?

Contact us for more information, our email address is info@5GWealthManagement.co.uk or call 0845 337 9163

Estate Tax Planning Services

Our aim here is to keep together as much of your estate as is possible. We will consider Trusts and Offshore structures and have access to these as and when necessary. We typically find however that it is easier in practice to simply allow your estate to pay the inheritance tax as it becomes payable.

We operate an extremely unique Estate Planning service.

Effectively we calculate what your future estate taxes maybe (better known as Inheritance Tax); we then set up a structure which allows your future estate to pay all the taxes due on the estate. And it gets better, all the costs can also be paid out from the future estate!

We are one of a very limited amount of companies in the UK who understand this opportunity and how this works.

This planning is most suitable for those people who have accumulated assets in excess of £2.5M and who are aged over 60.

Financial Planning

As part of an integrated strategy, contingency insurance can play a critical role in a comprehensive estate or business plan. Varied types of insurance including: Life, Critical illness, Long-term care, Disability & Income replacement policies, can give you a variety of options to satisfy multiple needs from basic protection, to gearing techniques in trusts, to complicated business related and succession issues.

5G Wealth Management have long-standing relationships with many highly regarded insurance companies to offer a choice of quality insurance products meeting a wide range of needs.

For example: • Pre-protect estate tax liability • Funding for key person agreements • Funding for Shareholder agreements • Private Trusts and offshore capabilities

Advisory Service

Affluent investors are often in the position of holding exceptional assets, such as a yacht, aircraft, a fine art collection or maybe a Fine Wine collection. Substantial possessions like these can often benefit from the same planning and strategising as other investments - even more so when you know how all these diverse pieces of your personal balance sheet are interrelated. We provide a wide range of personal services for your unique personal and financial needs.

Fine Wine Advisory Services. Your wine investment can become an effective working asset. We provide the wine investor with the most objective and comprehensive intelligence on buying, selling and maintaining a Fine Wine Investment.

Advice and Consultation • Strategic planning to expand, upgrade, or focus an investment Valuation and sourcing in the market; acquisitions and sales; negotiation • Advice on issues related to planning estate

Family and Generational Planning. We can assist you in the management of your financial affairs by helping you and your family meet the challenges that wealth presents.

Worldwide Property Investment Opportunities provides specialist investment opportunities . This provides you access to specialists in these areas, we research, negotiate and manage – You benefit.

We can also assist with specialist financing "non-recourse", and "recourse" Variable & Fixed rate alternative Short-term bridging finance.

Service

“Because we do a lot more than just manage your wealth”

Sophisticated advice and strategic guidance naturally leads to a further thirst for knowledge and opens up our clients minds to look for new ways in which we can work together and capitalise on further opportunities. To satisfy this desire we offer our time on a Consultancy Project Basis.

In addition to our various Wealth Management Programmes, we also run Seminars, Workshops and keep our clients regularly updated with all the changing information that may affect them and their future Wealth.

We also agree a “Review Programme” to meet formally and update and modify your Plan as necessary.

“Because we do a lot more than just manage your wealth”

Business Financial Planning

*TAKE ADVANTAGE OF CURRENT CGT BUSINESS RELIEF *APPLICABLE TO PLANNING POST 5^TH APRIL 2008 *

We show you how to take advantage of the current CGT rules concerning ‘Entrepreneur’s’ relief

You can firstly REDUCE your Corporation Tax AND then gain access to your company profit at no more than 10% Tax.

Typical questions - How can this be done? Why hasn't my Adviser told me about this? What are the benefits?

Firstly please note that this planning is NOT suitable for everyone. However the individuals who CAN benefit most are those who are the shareholders of private Limited Companies liable to marginal rates of Corporation Tax and/or individuals who have large Pension Funds.

So back to the questions....

How can this be done?

We simply use the current HMR&C legislation (Inland Revenue) and standard Accountancy principles. We have been conducting this planning and variations of this planning for many years. The planning is totally transparent and approval is actually sought from HMR&C before transactions take place.

Why hasn't my Adviser / Accountant told me about this?

Part of our speciality and expertise is in designing innovative solutions; this solution is therefore exclusive and only available to a very small number of UK advisers.

As Specialists in this area of planning we are authorised and regulated to provide this advice - many Advisers are not and therefore either will not or cannot advise you in this opportunity.

What are the benefits?

We can assist with a Cost Benefit Analysis to show the potential Corporation Tax Mitigation and also the individual's potential income gain. Below are some recent Case Studies.

Case study

At a cost to the clients company of £360,000 the planning provides a Net Income to the director/shareholders of £390,000. This is after all charges and taxes.

Case study

We have "liberated" the full value of a client's pension fund (£342,000); the client received £327,000 net of charges. And the pension fund? It still has a value of £342,000 and an income can be generated!

Case study

We save corporation tax of £275,000 and provide the clients with £810,000 at a cost to the company of £675,000. This is after all charges and taxes.

We also provide Bespoke Business Objective Plans which includes:

· Effective Corporation Tax Mitigation

· Effective Profit Extraction - at no more that 10%

· Enhance cash flow

· Liberate your retirement fund

· Exit Strategies

· Patents planning

· Increase investment returns

· Improve borrowing effectiveness

· Employee Benefits

· Protect your Business assets more effectively

· Provide for business succession

5G Wealth Management - Your Gateway to Wealth Creation and Preservation

Educational Seminars

We run several seminars each year providing access to many of the Innovative Solutions and Professional Services you see within this website

Dates		Forthcoming Events		News/Updates/Press Releases
28^th/29/30 April 2009		Bordeaux Wine Investment Seminar
For further information on any of the Completed Events shown below please email: info@5GWealthManagement.co.uk stating your area of interest
Dates	Events		News/Updates/Press Releases
3^rd March 2009	Gateway Members Training Day Leamington
10^th February 2009	Gateway Members Training Day Leamington
6^th January 2009	Gateway Members Training Day Leamington
1 / 2 December 2008	Gateway Members Training Day Leamington
3 / 4 November 2008	Gateway Members Training Day Leamington
6/7 October 2008	Jade Elixir II Foreign Exchange Market Background
18^th September 2008	Pensions Summit – Whitehall - London
16^th September 2008	Executive Briefing Seminar – Mere Golf & County Club, Mere Knutsford
8/9September 2008	Jade Elixir Deposit Account Curzon Capital Bordeaux First growth		8/9September 2008
29^th July 2008	Gateway Introducers Day
14/15 July 2008	Gateway Members – Training Day
18/19 June 2008	Gateway Members – Training Day
12/13 May 2008	Mauritius Investment Sycamore Property Fund Structured Note
22 April 2008	Education Seminar - Park Royal Hotel, Stretton, - 11.30 – 1.30pm & 5.00pm – 7.00pm
7/8 April 2008	Gateway Members Training Day
3/4 March 2008	Gateway Members Training Day
20^th February 2008	5G OPEN DAY – Park Royal Hotel, Stretton, 10am – 3pm		Location Map
4/5 February 2008	SLS (senior life settlements) a maturing market. Tax Season. Property Opportunity in the South Seas
7/8 January 2008	Marketing Initiatives Offshore Trusts
26/27 November 2007	Product Revue for 2008 Technical Training – Portfolio Bond
29/30 October 2007	CGT changes
1/2 October 2007	Capital Allowances Curzon Wine Fund Quantum Life
18^th September 2007	Maximising Wealth – Executive Briefing Seminar to be held at, Mere Golf & County Club, Mere, Knutsford		Book online
3/4 September 2007	Integrity Portfolio Maximiser. Arck – Investment with a difference Estate Planning
9/10 July 2007	*Investor Report *Wills & Trusts
4/5 June 2007	*Update on Poland Investments *Understanding Wealth Creation
30 April /1 May 2007	*Launch of the New Maximiser Product * Passive Investing Strategies
1/4 April 2007	Quantum Life Investment Seminar & Gala Dinner Vaduz Liechtenstein
5/6 March 2007	Chartered Status Training
5/6 February 2007	Corporation Tax Planning European Pensions
1/2 February 2007	*Poland City Living Investment Seminar. The Sheraton Hotel Krakow Poland
8/9 January 2007	*Develop knowledge and understanding of personal & corporate taxation *Identification and delivery of new products *Tax & Legal aspects of business planning
4/5 December 2006	*Update from Poland Visit *Tax efficiency in the UK *Environmental Partnership Update *The Carbon Trading Partnership		Press Releases
6/7 November 2006	*Cru / Arch Guernsey Funds *Poland City Living Property Investment *Vertical v Horizontal Wealth Management		*Press Release Available *Information Available *An Explanation
18^th October 2006	*Seminar – Mere Court Hotel, Knutsford Increase Staff Retention & Reduce Costs Total Rewards Package / Flexible Benefits		http://www.5gwealthmanagement.co.uk/submit.htm
6^th October 2006	*Exhibition / Business Show South Cheshire
2/3 October 2006	*The Spectrum of Tax Planning *Australian Farming Partnership *Product Innovations		*How it works doc *Description
1/5 September 2006	*New York Conference The Waldorf Astoria – New York Tax Efficient Investments Income Planning & Specialist Trust Planning		*Press Release Available
17/18^tJuly 2006	*Staff Centre Presentation		*Presentation Available
21^s^t June 2006	*Educational Seminar – Birkenhead College Birkenhead Reduce the Burden of University Costs We show you how you can achieve a tax free income
19/20 June	*Inheritance Tax Specialist Trust Planning *Carbon Credits /Environment Update *Integrity Update Prelude to New York		*Information Available
22/23 May 2006	*Environmental Partnership Investment *Currency Trading Account Mortgages		*Information & Press Release Available *Information Available
10^th May 2006	Educational Seminar – Walton Hall Warrington “Thank you Mr Brown” The Opportunities for Effective Wealth Planning following the Budget 2006
23/24 April 2006	*Staff Care – Employee Benefits Package		*Press Release Available
20/21 March 2006	*Integrity *Cru / Arch Update with Michael Derks *Education Advisers		*Press Release Available *Information Available
6/7 March 2006	*Amsterdam Conference – Amsterdam Insinger de Beaufort		*Information available

For further information on any of the Completed Events shown above please email: info@5GWealthManagement.co.uk stating your area of interest.

For further information on events Pre-2006 please contact us on 0845 337 9163

Company Profile

Introduction

5G Wealth Management is dedicated to providing people of high net-worth the best in financial planning concepts, whether you are a business owner, company director or have inherited wealth.

Our expertise ensures that you have exclusive access, not only to the best and most innovative solutions but also to the latest investments and tax benefits.

We are involved with many of the Innovative Financial Solutions to be found in the UK financial market place today. 

Financial Innovation

We work closely with our Strategic partners and are associated with some of the largest and forthright Financial Organisations in both the UK, Europe and also the USA.

We are also part of the highly successful Gateway Consortium.  Gateway is an affiliation of likeminded business innovators. Our creativity, knowledge and enthusiasm is second to none within the UK Financial market today. 

Tax Management and Mitigation

We provide specialist support and planning in this area to ensure that you are legitimately as Tax efficient as possible.  We show you how to make use of available Tax allowances and in some circumstances how to re-claim Taxes already paid.  We also ensure that you extract profits from your company Tax efficiently and you arrange your estate in such a way to pass down assets with the minimum exposure to Inheritance Taxes. 

Some of these solutions are Unique planning opportunities and are not available anywhere else in the UK.  All planning is bespoke to client circumstances and ensures that Inland Revenue rules, guidelines and UK Legislation is observed.

Regulated Financial Services

Within the 5G group we also have a Financial Services regulated business called Generating More Wealth.  We have over 20 years of Financial Advice Professionalism in this area.      

Benefits of Integration

This combination of business and financial expertise, ideally positions us to develop plans to achieve your future goals and to plan your overall Wealth Creation and Preservation.

Testimonials

"With Garry's expert guidance I achieved 116% growth in 3 years!  When I received the call to inform me that I'd more than doubled my money in just 3 years, I was absolutely delighted"

– Ian Gregorelli, MD, The Prix Ltd..

"Garry released the remainder of the cash from my pension, even though I had already taken my tax free cash. I didn't know this could be done, now it has. I'm over absolutely over the moon, thank you Garry"

– Vincent Bloom, MD, Brecrest Ltd.

"Garry has gown my portfolio by 25% in the last 12 months, what a great return. And with prospects for far higher growth later this year, this low risk strategy just made total sense from the beginning, great news yet again from Garry"

– Gary Garlick, MD Hollinwood Welding & Engineering Ltd.

“5G have set up a Tax Efficient and flexible investment Trust, – this means I’ll get access to 100% of my money rather than only 25% as with a pension, I have no hesitation in recommending Garry & 5G”.

– Doug Foden, Boardwise.

“We have worked closely with Garry now for over 6 years and we have benefited in so many ways, not simply financial.  I personally have already seen significant gains from the advice and planning, for example we adopted a simple Remuneration Strategy and have saved thousands of pounds of tax. Regarding my own personal planning my retirement fund was stuttering along achieving around 3% net growth per annum; Garry has now kick started this and I’m now realistically aiming for 30% growth per annum”.

– Glyn Carter, IReS.

“Our future wealth is taken care of (Estate Planning I believe you call it), we also have an active working Trust which we hold property in Tax efficiently and we keep our Income Taxes to a minimum.  More importantly, we are kept up to date on a regular basis of all the new planning that 5G and Garry pull together, so if you can get access to him I’d jump at the chance, just wish I knew him 10 years ago!

– Ian Gregorelli, The Prix.

“It was a pleasure to do business with Garry. he made the whole process easy to follow and understand. his professionalism and knowledge is second to none, and I would recommend his services to others, in fact I have!

How does it get any better than this.

- Angelita, Indigo Spirit

“We have worked with Garry for about 12 Years now, and during that time he has ensured that we have built up Capital Sums in the most tax efficient way.  We have called him on numerous occasions over the years to seek his trusted

professional opinion, and now as we are fast approaching our retirement we are trusting Garry again to analyse and deliver the best solution for our changing

circumstances"

- Don & Brenda James

"We've been in business for a long time now and we were referred to Garry by a fellow business associate. Garry's approach to Financial Planning Situations made a very refreshing and welcome change. Over time we have sought his advice in several area's covering Taxation, Business and Personal Finance through to Retirement and Investment Planning. We have already recommended Garry on to others.
- Dennis Williams, TD Distribution Ltd.

“Garry has protected the girls’ future inheritance, to ensure that they will receive the whole of our Estate, rather than paying £680,000 in taxes to the Inland Revenue!  We also use Garry and the services of 5G to assist with other advance Tax and Business Planning”

– Gary Garlick, Hollinwood Welding & Engineering.