Should I consolidate my existing pensions?
We want you to protect your wealth for the benefit of future generations and therefore, as well as offering tax compliance services, we also look at your wider financial position and how it is structured.
Whether you believe the Income Tax system is fair or not, there are non-aggressive ways of improving tax efficiency. We want our clients to protect their wealth for the benefit of future generations and therefore, as well as offering tax compliance services, we also look at our clients’ wider financial position and how it is structured.
We know that the decisions you make today can affect the future and we work with our Financial Planning Team to provide complete strategies which are right for our clients. This includes advice on investments which carry Income Tax incentives such as pensions, Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT).
Our client portfolio is wide-ranging from self employed individuals, retired individuals and landlords to non UK residents and non UK domiciliaries. For business owners, there are different tax consequences of running a business as a sole trader or partnership compared to trading through a company. We help to plan what will work best for them which will not only depend on the size and nature of the business, but on the level of personal drawings required.
Given the range of assets and needs across a family it is important to manage the amount of Income Tax that is paid and to ensure all individuals’ allowances that are available are not wasted.
We also advise on the administration and taxation of estates and trusts. This extends to reviewing the consequences of offshore trust matters for trustees and UK beneficiaries.
We keep in touch with our clients and aim to ensure that any relevant changes to tax legislation are brought to their attention, whether it be by a personal email, letter or a news bulletin.
Our private client team is one of the top accountancy firms for private client in the UK.
We offer you a truly joined-up service, with both our financial planning and private client tax working together to give you the best possible advice
Tolley's Taxation Awards 2019 Best Private Client Practice Finalist
We are a founder member of The International Accounting Group (TIAG)
4 Offices, London, St Albans, Rickmansworth and Milton Keynes