Private Financial Planning
We advise clients in all aspects of business advice, personal finance and personal and capital taxes. Our clients include:
- High net worth individuals
- Lloyds Underwriters
- Overseas nationals
- Partners in professional practices
- Sports people and entertainers
- Trusts and estates
Looking after your tax affairs
We prepare your tax return, calculate what needs to be paid and when and communicate directly with the H M Revenue & Customs to address any queries as they arise. As we prepare your return, we will highlight any potential opportunities to make your finances more efficient.
Planning for the future
We believe in helping our clients to get the most from their assets and income. We can advise you on all aspects of tax planning, including pensions and tax-efficient investments. We can provide guidance on passing your private, family and business assets to the next generation during your lifetime and/or on death.
Trusts and executorships
We have considerable experience in all aspects of setting up and administering trusts and can act as trustee or nominee on behalf of a trust. Our range of services includes bookkeeping, preparation of accounts, tax returns and tax certificates for beneficiaries. We also provide advice on capital taxes. In many cases we act as trustees or executors.
We provide advice for UK nationals living abroad and non-UK nationals living in the UK. As founder members of the Association of Accountants and Auditors in Europe (AAAE), we have access to a European network of accountancy and tax firms, giving access to the latest developments in the applicable country.