Personal Services
Budgeting
We can help you prepare your budgets, be they for management purposes, or part of a business plan or for your lifestyle.
Capital Gains Tax Planning
So much more than just using your annual exemptions! By really understanding your affairs, we will be able to ensure you are organised in the best way to make the most of the available reliefs and pay the least amount of tax.
Document Management
If you're limited for space and don't know what to do with your records, we can have them scanned and then file them electronically on our document management system. You'll have access to them 24/7 via your private area of our web site. This service can also be used as part of your business contingency planning. Ultimately, it can speed up your working processes and you will never loose that file!
Financial Services
We try to take a holistic approach to financial services, first having a full understanding of your business and personal needs and objectives, before addressing specific concerns. The financial services team work closely with our tax experts so that you have the best of both worlds.
Inheritance Tax Planning
These days not many of us can ignore inheritance tax, but we are well aware that this is a very personal matter and is not for everyone!
Investments
Our financial services team Re-Financial Planning Limited ensures they fully understand your investment criteria before offering advice.
Life Balance
We like to make sure we look at the whole picture: your personal objectives are just as important - if not more so! - than your business ones. We will gladly help you and are supported by processes developed by international business consultancy organization, Mindshop.
Mortgages and Insurances
Our financial services team Re-Financial Planning Limited includes a mortgage specialist who can ensure you have the right products for the right length of time.
Pensions
Our financial services team Re-Financial Planning Limited can advise you as to which is the best pension for you. We can review your current policies, rationalize your affairs and ensure that your pension plans match your long-term objectives.
Personal Tax Planning
All our personal tax clients receive an annual tax planning review, when we will often work closely with our financial services team. We take an holistic approach to your needs.
Personal Tax Returns
Our aim is to move your burden of compliance from your shoulders to ours. We take responsibility for ensuring your returns are completed correctly and on-time.
Retirement Services
For those of you no longer working, we appreciate that you still have concerns over your income and pensions, your savings and investments and, of course, tax. We work closely with our financial services team to fully understand and cater for your needs.
Tax and Paye Investigations
No-one likes a tax investigation, but we're all susceptible to them, especially with the Revenue's random selection. We help our clients through the experience by explaining the tax law, (what's allowed, what isn't,) whilst at the same time liasing with the Revenue so they fully understand our client's position, trying to achieve the best result for our clients.
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