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Personal services

Because, we establish a one-to-one relationship with each client we are able to offer timely, individual advice on how to improve your business or personal finance.

Estate planning
Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.
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Personal tax planning
We offer a specialist personal tax planning service according to your individual needs.
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Retirement strategies
If you hope to maintain the same standard of living in retirement it is important to consider the following.
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Self assessment
Self assessment can be a time consuming, confusing and can also be very costly if deadlines are missed.
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Trusts & executorships
Trusts are useful for tax planning and useful for holding shares in private companies as part of a family financial or tax plan. This is especially relevant if you want to reduce inheritance tax liability in your estate.
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Will writing
Your Will gives details of how you wish your estate to be distributed on your death.
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