Overwhelmed with financial paperwork? We can assist you in the following areas:
- - Preparation of Income Tax Returns
- - Advice on Capital Gains Tax, Inheritance Tax Planning and changes in the tax regime
- - Advice on asset protection and allocation so as to maximise returns from available capital
- - Liaison with banks, stockbrokers and independent financial advisors
- - Advice on provision of Welfare Benefits
- - Maintenance of personal and household budgets and accounts
- - Contact with solicitors to advise on Wills, Trusts, Enduring Powers of Attorney and Probate
We can arrange home visits or visits to nursing/residential homes to suit you.