Owner managed business >

  • Annual accounts and audit
  • Outsourced accounting, payroll and management accounts
  • Business planning
  • Raising and managing finance
  • Start ups
  • Advice to the family company
  • Tax planning and self assessment

Tax planning / Tax mitigation >

  • Devising reward structures
  • Tax advice on deals - capital investment, acquisitions and mergers
  • VAT - avoiding the traps
  • Use of trusts for family benefit
  • Tax efficient saving and investment
  • Retirement, pensions and business sales
  • Benefit strategies

Corporate finance >

  • Business plans, feasibility studies and financial forecasts
  • Raising finance - economically, securely and tax effectively
  • Business acquisitions and mergers
  • Planning for and realising business sales
  • Company restructuring

Wealth management >

  • Expert advice from a highly experienced qualified team
  • Investment advice integrated with tax strategies
  • Low cost management platforms
  • Independent Financial Advice (IFA)
  • from Wagstaffs Wealth Management Ltd

International >

  • Doing business overseas
  • Import and export
  • UK subsidiaries of overseas companies
  • International tax
  • Income from abroad