Advising on tax efficient methods off cash extraction

Advising on the mitigation of commercial risk

Undertaking a review of the most efficient tax structures

Preparing business plan and financial forecasts

Advising on available staff equity incentives incentivisation schemes

Advice on available tax reliefs and provisions of proactive tax planning

Website revamping

Social media presence

Social Media Marketing

Obtained CeMAP qualification

Obtained permission to start providing mortgage and protection advice

Residential mortgages, BTL mortgages, Mortgages for First Time Buyers

Mortgages for SPV and Trading Companies

Remortgage

Commercial mortgages and Commercial cum residential mortgages

Second Charge Mortgages, Further Advance, and Equity Release

Mortgages for Expats and Foreign Nationals

Achieved Status of Accredited Probate Firm from ICAEW

Started Probate Services

Applying for a Grant of Probate

Investigating and valuing the estate

Collecting estate funds

Filling out income and inheritance tax returns and paying any tax due

Paying creditors

Selling or transferring ownership of property

Distributing funds and assets according to the Will

Managing any Trusts in the Will

Providing presale tax planning and structuring

Advising on estate planning, retirement and will planning

Will writing services

Power of Attorney

Trusts – Protection planning of your wealth for future generations

Providing technical tax advice particularly on valuable relief such as Capital Gains, Enterpreneurial Relief and Inheritance tax business, Property relief

Providing presale tax planning and structuring

Advising on Estate planning, Retirement and will planning

Provisions of Probate Services

Providing technical tax advice particularly on valuable relief such as Capital Gains, Enterpreneurial Relief and Inheritance tax business, Property relief

94 Street Lane

Birmingham