Financial management and tax planning

Share dividends, pension income, rental income, salary, trust income – there are so many different sources of income that sometimes it is difficult to keep track of everything. Payments from dividends and shares can arrive infrequently and at different times. You may also have to juggle new certificates that have been issued when companies change names.

Increasingly, we are finding that our clients like an overview that offers reassurance that everything is in order. If you have shareholdings or other market investments we can register your holdings in our nominee company which will mean that all the paperwork from the Registrars will come to us rather than you (your postman might be very grateful!). We can arrange collection of dividends and other sources of income and transfer an agreed amount to your bank account or in cash, as regularly as you need. We can also assess whether you might be entitled to benefits such as attendance allowance or carers allowance, or, if you are already in receipt of these, that you are being paid at the correct level.

This process offers reassurance that all your sources of income are monitored and correct, and that you are receiving adequate income as often as is necessary. We will also have all your income details and vouched paperwork for self assessment tax returns which we can prepare on your behalf.