General

Advice on Wills and Inheritance Tax

With rapid increases in house prices and general wealth, despite the recent budget changes, we believe all our clients should undertake regular inheritance tax planning. We will review the family net assets and provide advice on the family home and or business, husband/wife succession, wills, Powers of Attorney, and means of tax mitigation through gifts, children’s trusts and other means. We can provide referrals to specialist legal advice when this is appropriate.

Other

Through our membership of the International Christian Chamber of Commerce we provide advice on ethical standards in business, opportunities for ethical investment, giving of time, resources and talents. We link with an international network of business men and women from over 100 nations in a range of industries and professional services.

Trusts and Settlements

We can provide accountancy and tax services to trusts and settlements including liaison with portfolio managers to mitigate chargeable gains. We can advise trusts on the establishment and winding up of trusts, both those based in the UK and offshore.

Support for Non-Profit Organisations

With over 120 clients in this sector, we are familiar with many of the issues relating to incorporation, management, mergers and dissolution. We provide a management advisory service to churches and trustees of charities in many sectors, including medical, educational, relief of poverty, community support and others, both within the UK and overseas.

Company Secretarial Services

We can provide full services of a company secretarial nature, including company formation, share registration, share issue, registered office, statutory Annual returns and other requirements. We can support the appointment of Directors and Trustees and retain and update Statutory books, including the provision of minutes and meetings