WHAT DO WE DO?

  • Together with our sister companies, we help business owners and professional landlords with advice and implementation on nearly all areas of their Estate and Inheritance tax planning.
  • Any requirement for regulated financial advice will be provided by the separate FCA-regulated firm that Charles works in.
  • Estate planning involves setting up integrated Trusts during your lifetime to protect your assets on death for your children and grandchildren against divorce, bankruptcy, future inheritance tax and other issues.
  • Inheritance tax planning aims to reduce your potential Inheritance tax liability to zero while avoiding other taxes and ensuring the planning does not alter your current standard of living

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We help high net worth UK business owners save tax

Contact us if any of the following apply:

 Comprehensive proactive tax advice is not a normal service for most accountancy practices.

Due to the high net worth of most of our clients an annual review of all their finances with a view to reduce their overall tax liability is very cost effective. 

What Our Customers Are Saying

Reduce your future tax

Excellent resource for estate planning awareness.  An integrated cost-effective approach to simplify a complex area.  It is worth checking out the resources.

Alan Birrell