|
Previous page
The protection of assets and the financial security of future generations are central to the majority of our private client services work. Through attention to detail, we ensure liabilities are minimised. Our approach to personal financial planning considers all of your financial goals and highlights how to best achieve them for you and your family.
Our private client services include:
Capital taxes and estate planning
In addition to completing the calculations involved for Capital Gains Tax and Inheritance Tax, we assist your understanding of the individual opportunities available to you and your family. We explain the various reliefs and illustrate planning opportunities that may help minimise your eventual liability (including the making of lifetime gifts). Our trust and estate planning experts assist in the preparation of tax efficient wills to ensure that your dependants are protected. We can also help with post-death tax planning and draw up strategies to alleviate tax burdens where a relative has died leaving an estate taxed more heavily than necessary.
Comprehensive tax planning
Income Tax and Capital Tax planning are often the most significant services we provide for you. We have a policy of developing close relationships with clients so that we are more accurately able to acquire a detailed understanding of your current and future needs.
Executorship
We have worked for many years assisting with the administration of estates. We work closely with families helping them through what can be a complex process. We prepare estate accounts and deal with many practical as well as tax issues in relation to the estate with as little fuss and interruption as possible, during what can often be emotionally difficult times.
Getting older
We offer a service to discuss and arrange the completion of Enduring Power of Attorney documents which ensure that your affairs are dealt with in the unfortunate event that you are seriously incapacitated. We guide you through the issue of long-term care costs and can help you make appropriate plans.
Personal tax
Whether you are a sole trader, an employee, a director, or retired you will probably be aware that there are many, often complex, tax rules which affect all aspects of your earnings, investment and savings income. Our tax specialists are trained to guide you through the maze of legislation and regulations and will explain your tax affairs in plain English. We ensure that you are aware of relevant tax planning opportunities and changes in rules that might reduce your personal tax bills.
Self Assessment
Our annual Self Assessment Tax Return service brings you the expertise of our highly experienced tax team supported by our investment in the latest IT systems and taxation software. We provide a professional service to relieve you of the time-consuming burden of completing your tax return. We work to minimise your liability and, through regular reports and updates, we make sure that you remain constantly advised on your tax position.
Working with your advisers
In planning your financial future we work with other specialists to ensure that income and family protection, pension planning and investment issues can form part of your portfolio and provide both peace of mind and security.
ACTION:
If you would like more information or would like to ask us a question then contact your nearest office. To ask us a question online click here.
Back to Top
|
