Working with an experienced partner

Tax planning with a specialist adviser is essential for creating the most efficient legacy possible for investors. Our specialist partner can provide bespoke advice and recommendations, guiding investors safely through the maze of complexity that today’s tax system represents. This focuses on strategic tax planning within the boundaries accepted by HMRC, and using the reliefs available to achieve investors’ objectives in the most effective way.

This partnership enables our advisers to maximise the potential of efficient wealth transfer, and provides investors with peace of mind that their inheritance is being administered by experts.

To discuss a specific issue, request a quote, or simply find out what we have to offer, please complete this form and we will get in contact to discuss our partner’s Tax Advisory Services in more detail.

Tax Advisory
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Who is it for?

The partnership with our Tax Advisory specialist makes this much-needed service available to advisers – enabling them to support:
• High net worth individuals • Business owners • Families • Trustees • Overseas clients • Corporates

How it works

Our partner’s services encompass advice on all UK direct taxes, as well as tax disputes and investigations. They regularly work with investors who are starting, selling, expanding or restructuring a business or group of companies – as well as those who are looking to pass on their wealth, invest in a tax-incentivised manner, or provide for retirement.

In every case, the service begins with a thorough analysis of the investor’s position and requirements, leading to a workable solution with a comprehensive implementation plan and timetable. All investors will benefit from a dedicated team to deliver their personalised project plan.

The delivery of the service will be managed by one of the partner’s directors – supported by a project lead and a tax administrator, to ensure timely delivery of the agreed implementation plan. A fixed-fee quote will be provided at the start of any project to ensure there are no unexpected surprises further down the line.

Find out more about our other advisory services