I’ve had a really beneficial day in London. This will result in new options for our clients and possibly significant reductions in their taxes. In addition, I have new investment options which are worth considering for those 50% (and above) taxpayers. New ideas for the self-employed with incomes over £150,000 and also Company Directors that have an old Employee Benefit Trust (EBT) that is likely to be reviewed by HMRC. Get in touch if you would like to know more.

We are a boutique firm of financial planners. We create financial plans designed to achieve a desired lifestyle. We will craft and implement your plan that will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results
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