Click on the links above for more information on these specific areas
All the services we offer are listed below, if you would like to know more, please contact us
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Investment Advice
- Building Societies
- Individual Savings Accounts (ISAs)
- Guaranteed Income & Growth Bonds
- Insurance Bonds - With Profit or Unit Linked
- National Savings Investments
- Personal Equity Plans (PEPs)
- Unit Trusts / Open Ended Investment Companies (OEICs)
- Investment Trusts
- Enterprise Investment Schemes (EISs) and Venture Capital Trusts (VCTs)
- Onshore and Offshore investments
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Building a retirement fund
- Additional Voluntary Contribution Schemes (AVCs)
- Executive & Director Pension Schemes
- Personal Pensions / Stakeholder Pensions
- Schemes for transferring pension benefits
- Self-Invested Personal Pensions (SIPPs)
- Funded Unapproved Retirement Benefit Schemes (FURBS)
Releasing retirement benefits
- Annuity Purchase
- Unsecured Income
- Alternatively Secured Income
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Personal Protection
- Life Assurance
- Income Replacement
- Critical Illness
- Long Term Care
- Private Medical Insurance
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Corporate Protection
- Keyman
- Shareholder Protection
- Group Private Medical Insurance
- Group Income Replacement
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Personal Taxation
- Personal Tax Returns
- Retirement & Financial Planning
- Capital Gains Tax Planning
- Will Planning
- Administration of Estates
- Family Trusts
- International Tax
- Offshore Advice
Trustee Services
- Trust, Estate Administration & Trust Accounts
- Trust Tax Returns (Onshore & Offshore)
- Trust Planning & Advisory Services
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Corporate & Personal Business Clients
- Corporate tax compliance & planning
- Buying & selling a business
- Company reorganisations
- Purchase of own shares
- PAYE & NIC health checks
- Tax efficient remuneration benefits planning
- Share valuations
- Group tax planning
- Non-executive Directorships
- Capital allowance maximisation
- Tax effective termination payments
Inheritance Tax Planning
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Mortgage Advice
- First Time Buyers
- Home Movers
- Remortgage
- Buy to Let/Let to Buy
- Capital Raising
- Transfer of Equity
- Lifetime Mortgages (Equity Release)
- Retirement Home Planning
- New Build Schemes
- Self-Employed Schemes
- Overseas Property
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Group Pensions
- Final Salary Schemes
- Group Money Purchase Schemes
- Group Personal Pensions
- Small Self-Administered Schemes (SSAS)
- Contracting-out of State Second Pension (S2P)
- Pension Administration & Technical Services
- Pension Investment Management
- Pension Accounting including Payroll Guidance
- Pensioneer Trustee Services
- Final Winding-Up Salary Services
- Management Buy-outs
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Retirement & Redundancy Counselling
School & Higher Education Fees planning
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Employee Benefits
- Group Life Cover
- Group Disability Cover
- Group AVCs
- Group Private Medical Insurance
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