Can you really keep my financial affairs in order?
Yes we can, but we need your help!
One of the most frustrating situations we have to deal with is the client who starts the conversation, “You will need to know that I have just done this". We often have to reply, “If you had only told us before and done this – we could have saved you that.”
In addition to completing a Self-Assessment Income tax return every year we proactively review the data we hold concerning your property, family, investments, business interests, etc. Apart from winning the lottery most things that will significantly affect your finances can be anticipated. Combating the effects of Capital Gains or Inheritance Tax is another matter.
We are here to help you plan effectively. All factors need to be taken into consideration. Indeed, it is often in your best interest for us to liaise with both you and your other professional advisers (solicitor, IFA, etc) to ensure that all bases have been covered.