How we are paid

We work with you to understand your exact requirements in line with your assets, goals and objectives.

Once we agree the scope of the project we are undertaking, we will agree with you either a fixed fee, or an hourly rate, as you prefer.

You will not incur any costs unless, and until, you formally engage us, in writing

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Our aim: 100% compliance with legislation
Discovery meeting

We are deliberately selective in choosing with whom we work because we recognise that our services are not right for everyone

We’ll have a FREE initial Power Hour discussion where we aim to understand your goals and objectives, in line with your assets, and we’ll go a ‘mile wide and an inch deep’ into possible planning options

At the end of our discussion, if it all feels right, we’ll allocate you a code providing FREE consultation credit up to £2,500, which we will use to research, analyse and architect your planning options. We’ll let you know when it’s used up, then it’s your choice to (a) stop, with no charge, or (b) continue, and we’ll quote for completion

Within your FREE consultation credit limit we’ll aim to prepare a summary of your tax planning options comprising a brief report, a spreadsheet of tax effects and implications, and a diagram of how it all fits together, including likely costs

Our report will form the agenda for our second meeting with you

If you like what you hear, we will move on the formal engagement process. If you don’t, we’ll aim to part as friends..

Ongoing

Like Yves Saint Laurent, we cater for haute couture and ready to wear..

If you, and we, decide to work together then, ongoing, there are three options:

Done FOR you

'Stay on the scene, like a tax machine..'
- James Brown

We are the home of ‘all-you-can-eat’ property tax planning. We can do all your personal, trust and company tax for a pre-agreed, fixed fee

Experience suggests that Reliefs and Allowances, etc, properly utilised, will significantly outweigh professional fees

Typical costs for professional property investors are £10,000 per annum, or £1,000 per month (both + VAT)

Done WITH you

'Let's get on the ball, and work together..'
- Canned Heat

We’re always happy to work with your existing advisors, should you wish to retain them

We will review and assess historical advice, and current planning, in line with your agreed objectives, and work with your team to integrate improvements, if necessary

By definition, we need to understand what’s required before we can agree costs with you

Done BY you

'Regrets, I've had a few..' - Frank Sinatra

This is the option for those who want to continue to do what they’ve always done, and are hoping for a different outcome..

Top tip: if at first you don’t succeed, you probably don’t have the ability

In all likelihood, this is the most expensive option available to you..!

Clients we work with

Testimonials

What our Clients say about us
5/5
5/5