Focusing on the individual
The largest area of our work, whatever the related business activity, is advising individuals as to their personal position regarding finance and tax. We are pre-eminent in advising individuals on wealth creation whether through tax-efficient planning in association with a particular business activity, making effective investment decisions, or deciding on tax mitigation.
We can reduce the tax liabilities for individuals even in cases where the sources of income are relatively uncomplicated. In fact even simple mistakes in an individual's PAYE notice of coding can result in substantial overpayments of income tax.
We regularly advise on all aspects of capital taxes and the use of family trusts. We are able to recommend, through our associate, Coach House Financial Services Ltd, investments which are suitable for every circumstance. We can also work alongside your existing financial advisers to help minimise income or capital tax liabilities.
We provide individual advice on all aspects of finance and taxation to over 6,000 clients and work hard to ensure that each receives a professional, prompt and pro-active service - whatever their income or resources.