Working closely with our clients

We work closely with owners, trustees and other advisors to offer timely advice and strategic financial planning, aimed at maximising the return on available resources, minimising taxation liabilities, protecting family wealth and helping future generations embrace the challenge of change.

We offer comprehensive advice on:

  • Tax planning including Income Tax, Capital Gains, VAT and IHT.
  • Financial and Strategic planning.
  • Succession ¬†Planning.
  • Accounting and Auditing to include reviewing existing structure and the relative merits of trusts, LLPs, corporate and personal ownership.

For further information please contact Daniel Sowden on 01904 628551.

Key
Contacts

Areas of expertise