Professional Partnership and Individual Services

The professional partnership is a unique business structure that often presents complex management problems.   Our experience of handling partnerships enables us to offer expert and practical advice.  A specialist team can provide a personal and pro-active approach on the conventional areas of accountancy preparation and compliance work, and advise on the following areas:

• Practice management including advice on strategy, structure and profitability;
• Appraisal and reward structures;
• Capital structures and efficient borrowing;
• Identification of tax savings or improvements to cash flow.

We also look after the personal financial affairs of individuals and their families and ensure that all planning opportunities to protect their wealth are properly utilised.  Services include:

• Financial advice - tax efficient investments, life assurance, pension provision, mortgages etc.  As a duly authorised independent adviser, by the Securities and Exchange Commission, we offer impartial advice on investment opportunities;
• Estate planning - advice on trusts;
• Business advice - the use of corporate or unincorporated structures, tax advantaged schemes, and general financial advice;
• Compliance  - completion of tax returns, administration of trusts and preparation of trust accounts, agreement of domicile and residence rulings for tax purposes;
• Executor duties - we can act as Executor or assist in the administration of Estates; and
• Tax returns  - with the introduction of automatic penalties and interest for incorrect or late returns, the timely expedition of returns is now increasingly important.