: Life assurance

The traditional purpose of life cover is to provide financial security for the family against the death of the breadwinner. However, insurance can also play an important part for the business in tax planning, as well as in partnership and shareholding arrangements.

: Pensions

Pensions which play an important role in tax planning nowadays have become more than just a means of providing for retirement income. It is important that schemes - both self-administered and insured - are carefully organised to fit into the overall financial plans of the client and the business.

: Mortgages and finance

We can advise the best basis on which loans should be arranged and how much could be borrowed without overstretching the clients' resources.

: Trustee and executor services

The administration of trusts and estates is best carried out by professionals who are used to dealing with the problems in an efficient and sympathetic manner. It is often important for the administration of the tax and investment aspects of an estate or trust to be closely related to the overall provision of tax advice to an individual or family.

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

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