Working with Accountants
We understand how important it is to liaise with clients’ accountants to ensure that business and individual clients are making the most of their tax-allowances and efficiencies.
Our relationship working with our sister company Leon & Co Accountants helps us to have a true holistic overview of financial planning. Working together means we have specialists who can advise you both from an accounting and tax perspective and with both a personal and business financial planning approach. This unique partnership means you can call on both specialists to work together for your overall benefit.
However, as we are a separate company, if you currently work with an accountant, we are happy to liaise with your accountant to ensure your finances are looked after.
We can provide pension legislation advice to accountant partners so that they and their clients are kept up-to-date with any changes. We can work with them to ensure that you are making the most of your tax-efficient options. We plan to hold technical workshops for the benefit of both sets of clients on key technical and legislative updates.