Our Services

Everything starts with a free initial consultation. We'll discuss your situation in a manner that's most convenient for you. We can meet you face-to-face; either at your home or place of work, or at our offices in Swindon or Central London if that's more appropriate.

We’d recommend that your accountant (if you have one) is involved at an early stage and are happy to meet at their premises if that makes more sense.

Alternatively, if you've got all the information we need to hand and are happy to deal with us by post or e-mail, then that's fine by us (particularly if you live in the remoter parts of the UK or overseas!)


Assessing your financial needs

We'll go through your financial position in detail. Obviously, the more information you can give us at that first meeting, the easier it's going to be to make an assessment of your problem. We'll assess your needs at the end of that consultation and estimate how much tax we can save you and the cost of doing so.

Income Tax saving

Capital Gains Tax saving

Inheritance Tax saving

We won't start charging you for any work until you instruct us to proceed.

Remember, our initial discussions are FREE OF CHARGE so please talk to us! Contact us.

 

 

 

 

 

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