Our Services

Services for Private Clients

We aim to protect your estate against unforeseen circumstances by incorporating the benefit of our skills and experience into your plans. We aim to save every penny of Capital Gains Tax and Inheritance Tax. So don’t settle for less speak directly to the experts.

We do operate on a consultation basis either face
to face or remotely.

We do work on fixed fees or hourly rates to suit your requirements.

We do make home visits throughout the West Country, London, the Home Counties and the M4/M5 corridors.

Special arrangements can be made for clients living outside these areas.

Our fixed fees can be as little as £150.

Our hourly rate can be as little as £50.

Our reputation is that we complete work in half the time for half the cost.

To book an appointment

Call us now on 01803 290376

Services for Professionals

We have established links with a number of solicitors, accountants and financial advisors, providing a one-stop shop solution for your clients. So stimulate clients into action by using our specialist tax savings schemes.

We can deal directly with your clients on an introducer basis.
We can provide guidance, training and indemnity for you to act as an instruction taker.
We can provide technical support and expertise.
We are flexible with fee sharing arrangements to suit your requirements.
You can keep or hand over as much work as you like.
You can subcontract whole jobs and profit from our low level of fees.
You can buy precedents and specialist documents to satisfy your needs.

Call us to discuss the details and the potential for your earnings on 01803 290376