I am a passionate advocate for Independent Financial Advice and, given my background. find the principles of TCF to be second nature. I have an inate ability to "cut to the chase" in terms of client needs and fully understand the interreaction betwen taxes, and accept that tax, in the main, cannot be "avoided".. For the vast majority a change in taxation strategy simply changes the nature of the tax liability or defers it.
Having "manned" a technical support desk it worries me how many advisers are completely out of touch with legislation and its relevance to advice. By comparison it has always been my objective to ensure that my clients, and, latterly, clients of members of three networks, navigate the taxation maze succesfully.
I have extensive practical experience in the following areas:
Personal Financial Planning
Corporate Financial Planning
Inheritance Tax Planning
Income Protection (Group and Personal)
Critical Illness (Group and Personal)