We don’t want your client.
We want the bit of their problem you don’t do. Property tax and intergenerational transfer is a narrow discipline. If it sits outside what you take on, we can handle that piece and hand the relationship straight back.
Pick whichever suits
You introduce, we report back
Accountants, solicitors, IFAs and finance brokers. You stay the primary relationship. We take the property tax question, run it down the road less taxed - your client’s Opportunities Report and Map the Gap Report are free, and the first fee is Fix the Tax at £1,400 - and you see everything we produce. If Map the Gap comes back red, we decline in writing and take no fee. Fee-share terms are agreed in writing before anything starts.
We work with your team
We review historical advice and current planning against the client’s objectives, and work with your people to integrate improvements. We are not trying to displace anyone. Being asked for a second opinion is most of what we do.
You run the process yourself
The Resource Optimisation Programme, licensed to your firm for use with your own clients. In development. If it is of interest, say so and we will talk.
Under UK law, anyone can call themselves an accountant.
The letters mean something more specific. ACA and FCA denote Associate and Fellow membership of a chartered accountancy body – in England and Wales, the Institute of Chartered Accountants – awarded after examinations in financial management, auditing, business strategy and taxation. Stereotypically, very good generalists.
Property tax at this level is not a generalist problem. Our people do it every day, know what other firms are currently doing because we are regularly asked for a second opinion, and are Chartered Tax Advisers and CIOT members.
Your client is not paying anyone to learn.