WHAT WE DO

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Innovative Planning Solutions

Our innovative planning solutions cover all the major taxes, sales and marketing initiatives required for strategic growth.  We advise clients on the structure of their individual, family and business affairs, whether in the UK or abroad.  A genuinely joined up service, with in-house legal counsel, our clients are involved every step of the way.  We work closely with your existing advisors to ensure that you receive fully rounded and coordinated advice.

Investment Strategies

We offer a variety of solutions designed to help each client with their needs, and enable clients to access their funds when required, whilst maintaining the integrity of the solution offered.

 

Asset Protection

There are many reasons to contemplate asset protection for the purposes of sheltering certain personal assets against unwelcome events. These reasons might include guarding against the possibility of litigation, insolvency, divorce and capital and estate taxes. Almost any type of personal asset can be sheltered but the most common ones are company shares, residential and commercial property, cash and other financial or physical investments.