We act for a wide variety of clients including: barristers, bond dealers, clergymen, commodities traders, consultant anaesthetists, corporate financiers, farmers, hedge fund managers, insurance brokers, insurance underwriters, investment managers, Lloyd’s agents, management consultants, professors of architecture, serial entrepreneurs, solicitors and teachers. We also act for a number of retired people whose tax affairs are sufficiently complex to warrant a tax return.
Some of our clients are employed, some are self-employed, and some are both. We are happy to prepare self-employed accounts. Some clients are in partnership, often with a spouse or civil partner, and we also deal with partnership accounts and returns.
We act for residents of many countries including: Australia, Canada, France, Germany, Hong Kong, Kenya, Malaysia, Malta, New Zealand, Singapore, South Africa, and the United States of America. In addition, we act for UK residents with a foreign domicile of origin. We help clients in these situations to tailor their arrangements to take advantage of tax breaks and avoid the pitfalls.
We also act for trustees, preparing tax returns and accounts. Although the former income and capital gains tax advantages of trusts have been removed in recent years, they still remain a valuable tool for inheritance tax mitigation and asset protection.
We are not Independent Financial Advisers (IFA), so cannot recommend specific investments to our clients nor put them into effect. We are, however, able to give generic investment advice on the various options available to the public and the tax consequences of doing so. This would include Individual Savings Accounts, companies approved under the Enterprise Investment Scheme, Venture Capital Trusts, Personal Pension Schemes, Self Invested Pension Plans, Insurance Bonds and so on. Where a client does not have an IFA, we are able to make an introductions to IFAs who have advised our clients well in the past.