We are not licenced to undertake investment-related activities on behalf of our clients. If a client requires investment advice, we can refer the client to an independent financial adviser authorised under the Financial Services and Markets Act 2000 that can provide independent advice. The way your money is invested can have a major impact on your tax liability and general financial position. We can give you generic advice that may provide a useful basis for further discussions with an FSA-authorised investment business advisor.
Family and Business Protection
Protection is a key part of family and business planning. The importance of adequate insurance, which is both appropriate and on the best terms, cannot be underestimated.
As well as aiming to increase wealth, we work with clients to structure their affairs and investments to protect wealth for the next generation. We have significant expertise and experience advising clients on Inheritance Tax and succession planning.
Working alongside colleagues, we work with clients to reduce their exposure to Income Tax, Capital Gains Tax, Inheritance Tax and all other direct taxes by structuring clients’ affairs in the most tax-efficient manner.