Financial planning
Our full-service financial planning allows us to help you understand the future outcomes of decisions you make today. A large part of financial planning revolves around ensuring your tax position is optimised and aligning this with your personal and business goals. To achieve this, we take the time to understand your business and personal ambitions and then create a robust, bespoke and tailored financial plan for your future.
Business tax
A well as being extremely rewarding, running a business can be complicated, stressful and time-consuming. By leveraging our expertise, you can relieve some of the stress by knowing that tax liabilities are understood, and penalty avoided. Not only does our service ensure a safe and fully planned tax strategy is in place, but it saves you potential, unexpected costs and affords you valuable time.
Personal tax
Your long-term strategy may be to retire at a certain age, leave a legacy for your family or grow your business to meet goals you have set. Whatever your future plans, your personal tax situation will come into play when building a strategy. Our experts can ensure that your personal tax position is fully integrated with that of your business, giving you reassurance that whatever your retirement goals and personal situation might be, you are in the best position possible.
Inheritance tax
No financial plan is complete without ensuring you are in the best possible position for protecting your wealth and your legacy. By looking at your pension, alongside your business and personal wealth, we can help you to plan for what will happen to it all when you are no longer here. Without financial planning, your pension may disappear when you are gone. Your business and your estate may be liable for hefty tax charges and your beneficiaries may face difficult decisions and worry. This can often be avoided with experienced and careful planning.
Investment
Protero Tax has the advantage of a diverse and experienced staff. This allows an introduction to experienced pension experts, investment strategists, property developers and other professionals. Aligning your tax position with your investment plans achieves optimum strength and robust planning.
Property
We can advise and connect you with many areas of property, for example investment, development, property crowdfunding, etc., if that is a part of your strategy, goals or aims.
Pension
Our relationship with experienced pension consultants means that your tax, investment and retirement strategies can be coordinated with ultimate ease and without one undermining another. Our aim is to ensure that every aspect of your tax planning, whether today, tomorrow or in 30 years’ time, is considered and designed for ultimate success.
Stamp duty
Stamp Duty liability can be a confusing area for many! To avoid overpayment or penalty for underpayment, it is important to ensure you gain expert advice. This means specialist tax advice in addition to that of the accountant, financial advisor or solicitor involved in your property purchase. Your solicitor, financial advisor or accountant, whilst well versed in their particular areas of expertise, are generally not experts in Stamp Duty Land tax.
Life insurance
Life insurance is vital when protecting assets, wealth and legacy. Ensuring this is done with ultimate tax efficiency, such as taking your life insurance out via your company, is something we can help you achieve
