Individuals Solutions

The reality is most people don't use their money wisely to its maximum advantage. Make your money work more efficiently for you. We create tailor made solutions to fit your circumstances. 

Tax Returns 
We all hate filling in forms. We take away the pain of ‘self assessment’ by doing it for you. We provide a detailed report of your income streams and tax allowances. We discuss with you ways of reducing your tax liabilities and increasing your disposable income. 

Investments 
An independent assessment of your current strategies and commitments (if any) followed by practical recommendations and advice offering you a complete solution.

Inheritance Tax 
Take the time to plan now. By evaluating with you your assets and liabilities we identify ways of reducing this stealth tax of the future. Not planning for inheritance tax can leave your estate with an unexpected large bill. 

Wills 
If you have not organised a will, you should make this an immediate priority. You want your estate to pass to your heirs in a tax efficient manner. We will introduce you to solicitors that in our opinion have considerable experience in the preservation of family wealth and are as like minded as us in implementing forward thinking ideas. 

Trusts 
Most people don't understand trusts, yet a properly organised trust can prevent money from getting into the wrong hands. Trusts can be highly effective way of mitigating inheritance tax liabilities.