Services to partners
As partners in professional practices often find it difficult to devote sufficient time to their own personal affairs, we can help with:
Tax compliance
As part of our service, we offer partners the opportunity to attend tax and financial planning surgeries. These help us to obtain the information we need for tax compliance purposes, as well as developing a personal strategy with the partners. Identifying tax and financial planning opportunities is integral to this process.
Tax planning
We can advise partners in relation to particular tax favoured schemes and investments. However, we take care to emphasise the risks involved and the reasons why such arrangements attract beneficial tax status.
Tax affairs need to be properly structured to meet individual and family needs in the most tax efficient way possible.
Our approach to tax planning
- review of your personal circumstances, particularly with reference to any recent announcements in the pre-budget review or the budget
- consideration of the three major taxes - income tax, inheritance tax and capital gains tax
- effective use of reliefs, exemptions, allowances and tax planning vehicles
- develop and implement individual strategies
Our tax planning experience
We have experience liaising with other advisers such as:
- fund managers
- other accountants
- land agents
Personal financial planning
There really is no substitute for sound financial planning and the reassurance that retirement arrangements, as well as financial provision for you and your family, have been taken care of.
Helping you plan for the future
As we understand that everyone's situation is different, we offer tailored advice to help you meet your financial objectives, taking into consideration your individual circumstances and life goals.
What we can offer our clients
- bespoke financial planning, considering your needs on an individual basis
- unparalleled, truly independent financial advice
- expertise in pensions, investment and tax
Contact us
For more information contact us.
