Services

Summary

• Investment advice, management and monitoring
• Financial and tax planning
• Financial record-keeping and compliance
• Wealth transfer planning
• Trust / estate / charitable foundation management

In Detail

• Bi-annual Management Report - including Net Worth Statement, personal asset summary, income in the period, insurances and copies of any personally owned company accounts.
• Tax compliance - including annual Income Tax return, plus VAT returns if required.
• Tax consultancy - providing advice on a range of tax mitigation/deferral structures and investments, as well as continual tax position review. We can refer specific matters to other technical specialists, if required.
• Financial Advice - independent financial advice provided by authorised persons covering investments, pensions and insurance, plus reviews of certain tax-efficient products.
• Self-employed clients - preparation of self-employment accounts on an ongoing basis (record of income and expenditure, taxable profits etc.).
• Clients with their own company - preparation of company accounts and personal financial structure.
• Miscellaneous – provision of a continual point of contact covering any financial queries as they arise e.g. buying a house or car, making a gift, international tax queries.