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Our team has significant expertise in dealing with investment advisers of different kinds.
Our very first investment advisory client was the head of a hi-tech investment fund in 2003. Since then our clients have included consultants in raising investments, fund managers, venture capitalists and city fund managers.
Many businesses in this sector are looking at using corporate partners in LLPs as a more tax efficient strategy than the traditional partnership or limited company.
current issues
The new 50% tax rate is making many of our higher earning clients look more carefully at tax planning. However the techniques that they might use are also available to help others lower down the income scale.
specialist team
We support our investment manager expertise by grouping our clients to one or two account managers within our team. We then encourage those managers to further develop their understanding of the sector to be better able to identify proactively issues to be addressed with the clients.
international clients
Many investment manager businesses and individuals operate internationally. Our team of international tax specialists provide solutions to their problems.
Your account manager can quickly talk to a tax specialist whenever they need advice on a more complex problem.
inside knowledge
We have built up significant expertise beyond tax and accounting by working with investment adviser clients over many years.
For some clients we have also been able to make valuable introductions to other people working in a similar field giving them the possibility of collaborating.