Our service is geared to working directly with accountancy practices in the UK.  However, there have been many occasions where we have helped other professional introducers. 

We already deal with many successful practices in Reading, Oxford, Swindon, the South West, South Wales and the Midlands.

Obviously, the aim of our service is to benefit the clients of our supporting accountancy practices.  Our typical clients are high net worth individuals (sole traders, partners and company directors and owner managed businesses).

  

Our aim is to help you to help your clients by offering a pro-active tax planning service. 

Since the recent legislation concerning the Disclosure of Tax Avoidance Schemes it has become an extremely time consuming task simply to keep up to date with the available tax mitigation strategies.  In practice schemes now have a shorter "lifespan" and are being amended or renewed on a regular basis. 

In the current climate most accountants are fully occupied with their accountancy and audit requirements.  Our service brings a valued addition to your tax planning service without any extra time input on your part.
 

Who do we help?