Services

INTEREST RATE SWAP MIS SELLING ADVICE

Experts in assessing and providing guidance on the mis-selling of interest rate swaps
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Company Incorporation

Company set-up services

Business and Capital Taxes Planning

Guidance on corporation and capital taxes, including CGT and property asset advice, as well as stamp duty, stamp duty land tax and VAT issues.

Corporate Finance

Our highly developed relationship with the banking sector enables us to provide businesses with the finance they require in the correct structure, at the best price and on the most beneficial terms that can be secured.

Accountancy Services

The preparation of accounts and tax returns across a wide range of client and business sectors.

Company Pension, Investment Advisory Services including Corporate Benefits and Remuneration Planning

Advising directors of family/close companies on how to maximise their wealth from their corporate activity. This service also provides planned remuneration structures for directors and their key staff, including corporate protection advice.

Debtor Checks and Debt Recovery Services


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Property Conveyancing Services


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Forensic Accounting and Litigation Support Services

A bespoke service to the legal profession providing expert evidence to the courts or undertaking investigation accounting, reviewing business losses and fraud, negligence assessments, assisting matrimonial settlement issues.

Management Consultancy

Advising on correct business structures in terms of business format, ownership, IT issues, the provision of financial management information and cost control.

Succession Planning

Financial planning of client affairs in order to maximise the benefit being left to legatees and successors, covering both personal and business assets.

Employee Benefits Advice and Employee Incentive Arrangements


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Private Client High Net Worth Investment

An all encompassing service which considers the effects of investment assets and taxation on our client's financial position.

Wills and Probate Services

Will writing and estate management / executor services

Independent Financial Advisors

Providing comprehensive life assurance and income loss protection, investment and pension advice.

Mortgage Advisory Services

A bespoke advisory service using leading industry electronic market intelligence to ensure clients are maximising the cost-efficiency of their home mortgage or buy-to-let residential investments, including overseas holiday or letting property.

General Insurance Services

A specialist broking service advising on all areas of general insurance which ensures our clients have the most cost-effective cover and the most adequate level of protection for both their personal and business needs.

Private Medical Insurance - Specialist Advice

Ensuring our client's cover for private medical treatment is effective and as cost efficient as possible in a rapidly changing market.

SASS / SIPP Management

Our dedicated team, led by one of the foremost advisers in this specialist area, manage a very significant portfolio and provide specifically tailored investment opportunities to trustees and beneficiaries.

Retirement and Redundancy Advice

Specialist financial counselling to senior executives in respect of life/employment changes

Advisory Service to Beneficiaries of Court Settlements

Advising on matrimonial pension splitting, investment of claim settlements, including benefits trust advice and structuring; structured settlement reports and needs-based financial management advice.

Inheritance Tax Planning

Tax and financial planning of client affairs in order to maximise the benefit being left to legatees and successors, covering both personal and business assets.