Private Clients
A trusted partner for private clients
When it comes to managing your personal finances, Staffords can help to minimise your liabilities and maximise the value of your assets. Whatever your circumstances, we can ensure that your finances are optimised to suit your lifestyle and meet future plans. From tax, trusts and family finances to pension planning, investments and insurance we offer impartial advice and a tailored approach, giving you peace of mind that your financial affairs are in safe hands.
Taxation
Key elements of the service include:
- Complete management of Income Tax returns and compliance including dealing with Schedule E employment, pensions, income from investments and lettings and capital gains on the disposal of assets
- Dealing with all the above for Lloyd's underwriters
- Tax planning matters such as preparation for retirement and inheritance tax
- Assessing the tax impacts of investment portfolio changes
- Guidance on setting up trusts, which are often integral to a tax planning strategy; we can also act as trustees and deal with the day-to-day administration of trust affairs
Financial services
We offer a comprehensive financial planning service for all your investment and insurance requirements ensuring that any recommendations can be evaluated in the light of your overall circumstances. We can tailor investment strategies to meet your requirements for income, growth or a combination of both, in line with your preferred risk profile. In parallel with this, we'll naturally ensure that all recommendations are as tax-efficient as possible.
Services include:
- Investment planning that spans all forms of saving and investment
- Pension planning including company, executive and stakeholder schemes
- Life insurance including term assurance, family income benefit, critical illness and mortgage insurance
- Individual or group protection including key man cover, income protection and private health insurance
Next Step:
Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fee quote.
