Pre-Nuptial AgreementsPosted in Guest Editor,
on 27.01.17 Read There can be little doubt that a pre-nuptial agreement is the very antithesis of romantic gesture. Not for the faint-hearted...
Research suggests that the vast majority of accountants source the Independent Financial Advisers (IFAs) they choose to work with thorough personal or professional recommendation, and favour firms with a strong local profile and reputation.
When working with financial advisers and evaluating them, these professions place very strong emphasis on qualifications, years of experience and a good cultural and personal fit. Most importantly, they look for firms with a clear, client-focused wealth management proposition.
Key areas for accountants are pensions and retirement planning, tax-efficient planning and investment management.
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Our philosophy incorporates openness, independence and accountability. We understand as a professional accountant that you occupy a position of trust and that you need to ensure you perform adequate due diligence before selecting a professional partner. Please follow this link to access our due diligence document.
What sets us apart is our ability to deliver and this is borne out by the many industry awards that we have gained in our pursuit of excellence, to find out more about our awards see this link.
Our clear wealth management proposition stands us in good stead with firms looking to work with like-minded professionals to diversify and expand their business.
The 2015 Summer budget announced the introduction of the residence nil rate band for inheritance tax. This measure...