Our up to date technical knowledge can help you to minimise your tax liabilities and make full use of all the allowances available to you. Whether your tax affairs are straight forward or complex, we not only have the qualified staff to assist with the preparation of all the year end returns for both personal and corporate clients but also the software to produce our own in house forms and schedules and monitor the progress of all returns against their deadline for filing.

We can advise on effective tax planning for capital gains or inheritance tax and can undertake a 'Tax Health Check' to ensure that all your available allowances are being used in the most efficient manner.


 

 

Financial Services are conducted through Payne Sherlock Financial Services Limited which is a member of IN Partnership, the trading name of the On-line Partnership Limited which is regulated by the Financial Services Authority. Mortgages are not regulated by the Financial Services Authority but we do subscribe to the mortgage code.

We are not tied to any financial institution and are therefore able to provide totally independent advice on a comprehensive range of financial services. We will therefore review the market to find the most suitable product provider for each clients' requirements which may depend on age, amount to invest and also the length of investment.

We operate on a fee or commission basis to pay for the advice provided, whichever suits the client. We are able to rebate part of commissions received to clients by way of enhancement of benefits, where large contributions are made.

We can offer advice on -

  •  ISAs
  •  Income Bonds
  •  National Savings
  •  Health Insurance
  •  Investment Bonds
  •  Mortgages
  •  Pensions(Group, Personal or Executive)
  •  Inheritance Tax Mitigation
  •  Life Assurance
  •  Home Income Plans

Guide to Pensions