We advise in the general and in tax planning for retirement, whether that is preparing the business for sale, passing it on to the next generation (family or management buyout teams), or winding up the business in a tax-efficient manner.
As a member of the Society of Trust and Estate Practitioners (STEP), we specialise in assisting clients with their inheritance tax planning for asset protection as well as wealth management, working alongside the clients’ solicitors and other financial advisers to ensure that wills are written in the most tax-efficient manner.
We act for a number trusts and registered charities, supporting the trustees in their day-to-day administration and ensuring compliance with the relevant legislation under the Charities Act and tax legislation.
Val works with her clients to achieve their current and future objectives and to ensure that a realistic view is taken of today’s personal needs whilst taking into account the long-term planning of the family wealth.
Based in Banbury, Oxfordshire and covering the neighbouring counties of Warwickshire, Northamptonshire and the Cotswolds our clients are also globally based from London, Channel Islands, mainland Europe, New Zealand and USA. With todays technology there is no limit on the geographical spread of our clients.
As a SAGE partner we have a vast experience of working with our clients using not only SAGE but also Xero, Quickbooks, Microsoft Dynamics – AXAPTA and other proprietary software packages to assist you to obtain the best use of your accounting software.”
We use a cloud based client portal for those clients wishing to make use of the facility, for the safe and secure transfer of data and information between ourselves and our clients.