Personal Services

It is always a good idea to seek professional advice when making key financial decisions. Especially if your affairs are very complicated, you will best to consult us.

 

• Personal Tax

  We can save you time, worry and possibly money by offering advice on how you can minimise your tax liability. We will prepare all the necessary computations, complete your return and submit it to HMRC.

  We can act as your agent dealing directly with HMRC. If you were to be selected for a self assessment enquiry we would accompany you to any meetings and liaise with them on your behalf

• Personal Tax Planning

  Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gains and every inheritance tax saving means more benefit for your beneficiaries.

  We have tax specialists that can provide you with year round tax advice.

• Inheritance Tax

  You have spent a whole lifetime building up your personal wealth and you will want upon your death your estate to pass into the hands of your chosen beneficiaries and not into the hands of the Taxman. Our team of experts can help you reduce the inheritance tax liability on your estate and possibly mitigate it with adequate life assurance. This involves careful planning often over a long period so don’t hesitate to contact us sooner rather than later.

• Trusts

  Setting up a trust can be an effective way for you and your family to manage and protect your assets and investments. A trust is a legal entity in its own right and is therefore subject to its own tax regulations. There are many different types of trust available and the options can be confusing.

  We can assist you in setting up and administering your trust, working alongside other professional advisers to ensure that your assets are protected.

• Pension

  Do you know if you have made an adequate pension provision with the right type of pension. We can conduct a full review of your pension and advise of all the pension possibilities available to you and ensure you are making full use of all your allowances.

• Investments

  Using our portfolio construction service, incorporating risk profiling, asset allocation and portfolio design and construction tools we are able to develop an investment strategy that focuses on short, medium and long term goals and requirements.

• Wealth Management

  A specialist area of financial planning that provides our high net worth clients with proactive and ongoing guidance on how to create, grow and protect their wealth. We will assist you to maximise the return on your investments while reducing your tax liabilities.