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
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..
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..!
Testimonials
- “In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble”
- John Reilly
- Managing Director, John Reilly (Civil Engineering) Ltd
- “In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble”
- John Reilly
- Managing Director, John Reilly (Civil Engineering) Ltd
