To personal clients

We provide the following services:

• Impartial advice
• Dealing with the annual panic - yes the tax return!
• Tax planning advice

Our job is simply to make our clients' life easier and financially sounder, by helping them to resolve those headaches that keep popping up. We can help in the following ways:

Giving impartial advice

We are happy to liase between our clients and their financial advisers in relation to the suitability of any financial products they are being offered, particularly having regard to both their current financial circumstances and their plans for the future. It is a matter of principal to us that we do not accept any sales commission when advising clients on their finances. Our fees are charged according to the time spent in dealing with our clients' affairs.

Dealing with the annual panic - Yes, the tax return! Very few people have the time and patience to prepare their tax returns. What's more the calculations seem more complicated each year. Fortunately we have special tax software, which helps us to perform this task in a cost efficient manner. All you need do is to provide us with the information and we will do the rest.

For further information contact us today for a free initial consultation.

Giving tax planning advice

We are often asked by our clients to give advice on a wide range of issues, such as investments in an unquoted business, what should they do with this inheritance they have just received or how bigger capital gain can they make this year before they start to pay any tax. If requested we will look at ways that a potential tax liability could be mitigated or reduced and this may in some instances mean working with one of our specialist advisers. Finally we also advise on inheritance tax planning issues.

For further information contact us today for a free initial consultation.