Financial Planning

Charles has been an Independent Financial Adviser for over 20 years and deeply understands this area

How we work
grow your wealth

What do we do?

  • We help business owners and professional landlords with advice and implementation in some areas of their financial planning.
  • The separate FCA-regulated firm that Charles works in will provide any requirement for regulated financial advice.

That firm will provide most of the advice as Financial Conduct Authority regulations will govern it.

  • The recommended firm does all the work you would expect from regular financial planners with a range of additional, more unusual, but valuable services.
  • Like us, they will enable you to protect and grow your wealth to help you have financial peace of mind.
Lawyers and accountants

How will it help you?

  • A complete, in-depth review of all of your existing financial plans
  • Our Lawyers and tax accountants also review all financial plans to provide you with overall financial peace of mind, knowing all areas of your finances are being expertly reviewed.
  • Our fees are very competitive compared to most other professional services firms.

How will it help you?

  • A complete, in-depth review of all of your existing financial plans
  • Our Lawyers and tax accountants also review all financial plans to provide you with overall financial peace of mind, knowing all areas of your finances are being expertly reviewed.
  • Our fees are very competitive compared to most other professional services firms.
Lawyers and accountants

offer lower fees

Why work with us?

  • Our service provides Legal, tax, accountancy and financial planning advice in one place to provide comprehensive tax planning solutions.
  • Our annual review services ensure your planning remains on track in case there are legislation changes or circumstances.
  • We provide most of our clients with a wide range of services, so we are more profitable per client, allowing us to offer lower fees.

We help high net worth UK business owners save tax

Contact us if any of the following apply:

  •   You own a furnished holiday let valued at over £1 million
  •   You would like to reduce the business rates you pay
  •   You would like a review of your overall business and personal tax planning
  •   You own a UK based business which you could expect to sell for over £1 million?
Contact us
Learn more

 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. 

- Get SMART with your finances -

CONTACT US

Smart Business Tax

6 Willow Close,

Reed,

Hertfordshire SG8 8BA

About Us

Save Tax

Most people simply pay the taxes their accountants tell them is due. Over the years this attitude will cost you thousands of pounds in tax that you need not have paid.
Tax is a cost which needs a regular annual PROACTIVE review by tax experts who understand your overall financial situation and review all the transactions in your personal, business, property and trusts accounts. An annual review which checks with you if suitable tax breaks and allowances could be utilised will save you a lot tax over time

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