Professional Tax Advisers for Financial Advisers
As a Financial Adviser, you understand that tax is a key area of Financial Planning. Professional Tax Advisers will complement your expertise by advising in areas requiring complex analysis. This can be particularly useful when onboarding a client with an existing broad portfolio.
We Advise On All The Major Tax Heads
Income Tax
Corporation Tax
Capital Gains Tax
Capital Acquisitions Tax
VAT
Stamp Duty
Key Areas
- Taxation of offshore funds
- Personal vs corporate structures
- Tax treatment of various share schemes
- Use of residence/domicile to reduce tax exposure
- Foreign pensions
- Retirement/succession
- ARFs held by non-residents
The Professional Tax Adviser Advantage
An “In House” tax advisory service for small and medium practices
A full time resource with quick turnaround when required
Add value to your client relationships
Up front estimate of fees
The Benefits to You, Your Practice & Your Clients
Reduced Costs
You only have to use one adviser, thus reducing your administration costs and time spent on the client file, which very often can not be recharged.
Strategy
We recognise that planning is an important part of taxation and we will advise on strategies to minimise tax liabilities whilst remaining fully compliant.
Second Opinion
Very often you will have the expertise to deal with a tax issue but would like a second opinion, to ensure you are on the right track. This can be useful where the sums involved are large (e.g. property transactions), and serves to give peace of mind and minimise the risk for the accountant.
Inside Track
As branch representatives for the Institute of Taxation, we have regular meetings with Revenue whereby we can put forward the views of our clients and also hear about any special projects which may be in the pipeline.
How It Works
1
Get in touch
Complete the form at the bottom of this page and one of our advisers will reach out to you to discuss your needs. You can also call us at 01 272 3858.
2
Proposal
Receive your timeline and estimate of fees. Fees are based on the complexity of the case.
3
Your Dedicated Expert
An individual tax expert will be assigned to your case, and will be contactable by phone during office hours.
4
Written Support
Written support to a query on our Letterhead can be provided if required.
THE EXTRA MILE
Your practice and your relationship with your client is at the forefront of what we do. During the course of addressing your specific case, we will also inform you of any other issues which may be relevant and ensure that any reliefs or exemptions are claimed.
