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Key Services Offered:
Are you paying unnecessary tax. We help Business Directors/Owners
minimise their tax burden. We specialise in providing highly
successful I. R. approved schemes to minimise Corporation Tax,
CGT, Inheritance Tax, Dividend Tax and Pre-Owned Assets Tax for
both companies and individuals.
Core Experience of Principals:
Finance Directorship positions over the past 13 years including
participation in £16M *MBO* 7 years ago.
Key experience areas include:
- Inheritance tax
- Wealth management
- Wealth creation & Investment
- Portfolio appraisal & planning
- Pensions
- Non resident
- Offshore Trusts and Taxation
- Offshore company formation
- Taxation
- Capital Gains Tax (CGT)
- Tax planning mitigation
- Tax avoidance
- Partnership Agreements
- Shareholder Agreements
- Shareholdings
- Minority shareholders & shareholdings
- Cross option agreements
- Trusts
- Asset preservation
- Swiss bank accounts
- Protective trusts
- Tax on Dividends
- Dividend tax
- Corporation tax savings
- Employee Benefit Trusts
- Stamp duty
- Enduring Powers of Attorney (EPoA)
- Wills & Probate
- Tax efficient wills
- Disabled trusts
- SPV
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Qualifications:
BSc(IIii) 1978 FCMA 1986 AInstIBI
May 04
Industry sectors worked in:
Property, estate agency, mortgage administration processing,
relocation, lettings, property management. Financial services
including banking, consumer finance at the point of sale, insurance
services.
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