Accountants
Having worked within an accountancy practice previously, we understand the relationship between you and your clients.
The areas in which we can provide expertise are:
- Pension audits & due diligence
- Business exit strategy planning
- Retirement options with pension funds
- Tax efficient investments
We are pleased to present talks to accountants, tailored to your practice's needs.
Directors executive pensions – don't lose your protected tax free cash entitlement
We were introduced by an accountant to a successful limited company with two directors who wanted a review their pension arrangements as they aware of the changes in pension legislation in April 2006.
Read the full case study...
"We had both used our stocks and shares PEP/ ISA allowance most years. These had been done with many different investment groups and, as such, we received a number of valuation statements at different times throughout the year. This meant a mountain of paperwork, as well as making it difficult to keep track of the total value of these investments. Austen Birkett suggested, and instigated, the movements of these investments to one place, so that one consolidated statement, for all of our holdings, is received, twice a year. This makes it far easier to monitor the performance of our holdings and simplifies our financial affairs greatly. We were kept informed at every stage of the process and the overall handling was both friendly and professional. We have no hesitation in recommending Austen Birkett."
Mr & Mrs N
Rutland
Read more testimonials...
Austen Birkett Financial Planning
49 Stoney Street
The Lace Market
Nottingham
NG1 1LX
T 0115 959 7979
F 0115 989 5401
E advice@abfp.co.uk