In the current climate, it can be extremely difficult to get an adequate return on investments, particularly with the introduction of negative interest charges. The banks recently announced that they will be charging interest on monies on deposit, hence the requirement to identify alternate investment sources, without taking on too much risk. Whilst we are Authorised Investment Intermediaries, we do not provide investment advice which is frequently required, following receipts from Inheritances, Termination payments and proceeds from disposals of Businesses. We do liaise with Third Parties including Pension Advisors and Stock Brokers to assist with such investments. Services provided include:

  • Liaising with third parties on pensions and investment proposals.
  • Ensuring that investment proposals are set up in the most tax-efficient manner.
  • Assessing tax implications including the projected after-tax return on such investments.


Would you like to speak to one of our Accountants or Chartered Tax Advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

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