Areas where we can add value

Managing lump sums generated from the sale of a farm, land or business to ensure that it is tax efficient and meets your needs for income or growth
Independent review of your life insurance policies to ensure you achieve the best rate available on the market
Protecting your business from the financial impact that would result from the death or serious illness of a key worker
Making sure that your pensions are suitable, competitive and protected from inheritance tax
Reviewing the performance of your investment funds to ensure they remain competitive, tax efficient and in line with your long-term financial needs

The FCA does not regulate tax planning