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Tax, Legal and Technical

Our extensive experience on all aspects of the financial planning process equips us to deliver insightful consultancy financial advisers, product providers and platforms on all aspects of taxation, trusts, financial product and proposition development (investment, protection and pensions - UK and offshore), professional development, knowledge management, marketing, distribution and regulation. Contact us for a Free Trial

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    UK tax treatment of the main retail investments.
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    Income tax, CGT, corporate and business tax, investment and life policy taxation, personal and business tax planning, tax avoidance, national insurance and social security benefits.
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    Trust law taxation and planning with trusts.

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