We recognise that a major part of our success is the ability to work with other specialist professionals in areas such as offshore tax and trusts, self-invested pension administration, discretionary portfolio management, commercial risk management and commercial borrowing, amongst other areas as well. 

Our strength allows us to work closely with a client, their existing professional advisors and bring to the forum other professional advisors where necessary whilst maintaining control of our client’s overall situation and in many respects coordinating an interaction between the various professionals that may not have existed previously.

Much of our work is tax orientated where we work with clients and advisors to develop the most tax efficient strategies for the creation and protection of wealth.  The principal areas of our advice include:

Taxation
• IHT strategies
• CGT planning
• Income tax planning
• Corporation tax planning

Pensions
• Self-invested (SIPPs) and self-administered schemes (SASS)
• Income draw-down/retirement planning
• Annuity purchases
• Pension transfer advice

Investment Planning
• Discretionary portfolio management services
• Use of collective funds including PEPs and ISAs

Insurance
• Critical illness cover
• Life cover
• PHI cover
• Family health cover

The FSA do not regulate some forms of tax planning.