Simplifying Your Finances, Maximizing Your Returns
How can our Financial Advisers help
Accountancy & Tax
As a property owner you could have a need for specialist tax and accounting advice.
Property is a complex area with many different rules that can apply depending on your scenario.
Through our sister company Fordham Finance Group LTD we offer a range of specialist services that can help you through every step of your financial life. Whether you’re looking for structure advice on potential acquisitions, statutory accounts and tax returns or planning on tax mitigation for an upcoming disposal we have you covered.
These services are not regulated by the FCA as they are covered by their own regulatory body. We provide a separate letter of engagement under a separate cover from any of our services not covered by the Financial Conduct Authority, making clear the different rights and protections that apply to each area.
Frequently Asked Questions
How can I plan for inheritance tax ?
Inheritance tax (IHT) planning involves implementing strategies to minimise the tax liability on your estate and maximise the value passed on to your beneficiaries. Common IHT planning strategies may include making tax-efficient gifts, setting up trusts, utilising exemptions and reliefs, and considering life insurance policies, as Independent financial advisers we can assess your estate and family circumstances and provide tailored advice on effective IHT planning strategies to preserve your wealth for future generations.
What is Value Added Tax (VAT)
Value Added Tax (VAT) is a consumption tax levied on the sale of goods and services in the UK. It is charged at different rates depending on the type of goods or services provided.
What are allowable business expenses, and how do they affect my tax liabilities in the UK?
Allowable business expenses are expenses that are incurred wholly and exclusively for the purpose of running your business and are deductible for tax purposes. Common examples include office rent, utilities, salaries, and business travel expenses.
Independent financial advisers can help identify allowable business expenses applicable to your business and ensure proper documentation and compliance with HMRC rules.
Can I claim tax relief on pension contributions in the UK?
Yes, individuals in the UK can claim tax relief on pension contributions, subject to certain limits and conditions. The amount of tax relief depends on your marginal income tax rate.
Testimonials
"Outstanding service, attention to detail , good advice , I would have no hesitation in highly recommending this company."
Maria K
Financial Analyst
"James and their team have been outstanding in everything they do for us as a business. I have and would recommend there services without hesitation, knowing that they would look after anyone the same as they have for us"
Mark
Investment Planner
"Excellent Julie is very professional, helpful and knowledgable would highly recommend."
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