How We Work With You

Proper tax planning requires an all round approach which takes into account all relevant aspects of your business and personal circumstances in partnership with your existing professional adviser, if you have one.

We have evolved a three stage system that works well for most of our clients.

Stage 1
An initial free of charge telephone conversation or email exchange to discuss the issues.

Stage 2
A “satisfaction guaranteed” Planning Conference – An informal meeting at which we explore all the possibilities and look for any “not so obvious” pitfalls.  The conference also gives you the opportunity to test us to ensure that we can work together.

We will quote a fixed fee in advance of the meeting and you have this guarantee of satisfaction –

“If at the end of the meeting you do not feel that you have had value for money then you can pay us whatever you think is fair – even if that is nothing.”

Stage 3
Detailed advice and implementation following on from the strategies explored at Stage 2.

If you would like to discuss any matters with us or to arrange a meeting please call us on +44 (0)121 483 6850 or click here to contact us.