Life Planning, Tax Planning, Asset Management & Consultancy for Private and Corporate Clients
Our priority is to add value to any client situation and as long as we are able to do this we do not impose a strict criteria of what a client must ‘look’ like before we are prepared to engage them. What we have learned though is that we are able to bring maximum benefit in multiple ways to corporate clients whose situations are as follows:
- Owner(s) of a successful small to medium business or businesses
- Approximate company valuation between £1m and £30m
- Annual net profits generally in excess of £250,000 (£100,000 in excess of profits required for personal income)
- Accumulated assets generally in the region of £250,000 to £10m
- Frustration that they are paying too much tax
- Time and resource restrictions
- Lack of understanding and clarity of existing corporate financial arrangements
- Concern that corporate assets aren’t being maximised and risks minimised
- The business being dictated by cash-flow availability
