Tax advice inevitably leads on to the need for financial advice
Your clients will range from basic rate tax and accounts cases to high net worth non-domiciled cases with very complex arrangements. Being able to address tax and financial planning together is a very attractive proposition to clients right across the spectrum.

We can help with all your clients’ pension and retirement queries; whether they are buying and selling businesses, seeking to build a retirement fund tax-efficiently, sorting out company schemes, putting commercial premises into a self-invested scheme, or just trying to understand the changing rules.

Our advice is especially valuable for inheritance tax-planning, where there need to be discussions about investing surplus assets and setting up trusts. It is also beneficial in family situations where you are looking to make the most of each member’s tax status and determining whether they should invest for growth or income. For high earning clients, business property relief may be of interest such as Enterprise Investment Schemes.

A rounded proposition
It is all about providing your clients with a more rounded solution. That’s where we can help. At Ergowealth, our service proposition is built around our clients. As a chartered, independent, fee-based firm with qualified and experienced advisers, we provide long term multi-generational financial planning, focused on delivering the best outcomes for your clients.