Introducers

Services to the Seriously Wealthy

If you are worth £1m +, we offer a fee only planning service which can help you save tax, both now and in the future.

You may want to create a Charitable Foundation, a Family Trust, to consider taking your wealth offshore.

This service works as follow:

1) You (or your financial adviser, solicitor or accountant) send us a basic outline of your finances and objectives, in your own format.

2) Our tax planning professionals review this to see if they think they can help.  If they can:

3) A meeting is arranged to discuss strategy, costs and the way forward.  Until this is agreed, there are no costs, but you will appreciate that tailored services at this level are only inexpensive when compared with the potential savings.

Please contact us  Initial enquiries can be faxed to 01323 740890 (FPS protected) in confidence.