Archives: Practice Areas

Plan to Reduce Tax Bills

There are many investments that can provide valuable tax benefits. Some government backed investments also offer generous tax relief to investors – such as SSAS (Small Self-Administered Schemes) pensions for UK limited companies or partnerships.
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Protecting Your Business

We can help make sure that protection is in place to ensure the continued smooth running of your business, in the event that a key worker is unable to work due to injury or ill health.
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Wealth Management

We have long-standing relationships with many of the UK’s Wealth Management companies, as well as with a host of fund managers and ‘high-street’ providers.
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Protecting Your Family

You may have policies in place which need to be reviewed or might be starting from scratch and need advice on finding the right policies to protect your family in unexpected situations.
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Ethical Investing

Many people are increasingly concerned with ethical investing and we are accustomed to helping them create portfolios which reflect the things that are important to them.
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Cashflow Modelling

Modelling takes into account the many factors and events that may influence a client’s life and can help you make adjustments to pensions and savings that really add up.
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Mortgages

Your mortgage is likely to be your biggest financial commitment and it is vital that you get the best deal for you.
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