Our Professional connections

We  often find  our clients may require additional professional advice from other practitioners such as accountants , solicitors or mortgage advisers. To help streamline the process and enhance your  experience, we have built close working relationships with trusted firms in which we can refer you.

 

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Trusts
IHT planning
Personal tax mitigation
Corporate tax structuring
Family limited partnerships
Business acquisitions and disposals
High level pension advice
Private equity funds
Onshore vs offshore planning
Property ownership structures
Post nuptial planning
Divorce settlements
Estate preservation

IFA

Holistic Financial Planning
Family Protection
Educational planning & corporate benefits
EIS/SEIS investments
Trust investment planning
Offshore bond selection
Pension investment planning
Shareholder protection
Pension investment

Solicitors

Personal injury
Deputyship/Court of protection
Trust drafting
Partnership deed drafting
Shareholders agreements
Pre/post nuptial agreements
Divorce
Specialist drafting of Wills

Accountants

EIS Business structuring
SEIS Business structuring
Tax returns
Trusts - personal and corporate
Partnership accounts
Partnership tax returns