Introduction:

Every profitable business in the UK will have an Accountant, Solicitor and investment advisor (IFA) before we meet them. Yet we are still able to introduce robust and appropriate solutions to an ever growing number of successful company Directors and high net worth individuals.

How we work:

Our role is to assess your current tax position by taking time to find out as much as we can about your plans. This is a free service and may involve a number of calls and emails. If we spot an opportunity to introduce tax savings to you - we will ask you to formally engage our services. This formal engagement does not cost you anything. It simply protects your private information, as well as ensuring that you can be shown the full details of the proposal without our intellectual property and professional contacts being circumvented. We will email you a copy of our Client Engagement Letter (CEL) when it has been established that we are able to assist.

We can then present a full proposal to you - including a review of all the costs and savings being made. The presentation of this proposal will also give us the opportunity to meet you and introduce you to any other advisors we will be using within the planning process.

Only after you are happy with the details of the planning will you then being the implementation process and incur costs.

Working with IFAs and other Advisors:

Although we do get a lot of calls from IFAs, and are happy to talk with them - we do not provide a free technical or training service. In the same way as we ask clients to sign our Client Engagement Letter (CEL), we also ask IFAs or other Advisors to formalise the relationship between us by signing our Non Circumvent Agreement (NCA).

We will issue this NCA when we have established that the IFA or Advisor has a specific client where we can assist. It order to assess the need to issue an NCA, we are more than happy to spend time discussing specific cases over the phone and email.

We do not attend the offices of IFAs or Advisors until and unless there is at least one specific client case to be progressed.

Training Courses for IFAs:

Over the years we have discovered that many IFAs and Advisors know little about the range of solutions we can offer. This means that they are missing a number of profitable planning opportunites for their clients. In some cases, this means that "best advice" is not being given.

In order to help clients receive "best advice" in 2010, we have secured the services of an ex-G60 Examiner and Technical Training Manager. His role will be to work with Advisor companies and plan, prepare and deliver a range of Training Courses - covering subjects like: "The use of EFRBS", "QROPS for UK residents", "Lifetime Annuities and How to Protect Pension Funds on Death". Course Attendees will need to sign our NCA. Courses are all bespoke and designed to cover the most appropriate subject matter. This will require our assessing the range of clients that the IFA/Advisor most often deals with.