We act for Clients directly along with Solicitors, Accountants and Financial Advisors in providing guidance to ensure your future plans are as tax-efficient as possible. This is often done in conjunction with our valuation services and we also liaise with specialist tax consultants where required.
The key with all such plans is to let those assisting you of your intentions as soon as practically possible. As asset values increase but tax thresholds remain relatively static this process is more important now than ever.
The process generally commences with an overview meeting and discussion to get some background before we start to move forward. The discussion process generally highlights any potential issues that may need to be addressed which we then focus on thereafter until conclusion.