Clients who join the Programme at a Basic level will typically have an uncomplicated corporate structure. They will probably not be expecting to achieve very high tax savings, but still wish to bring their taxation under their control.

Clients who join the Programme at a Masters level will typically be looking for much higher tax savings. They are also likely to be interested in one or more of the following:

• Exiting their Company within the next few years
• Significantly increasing their personal disposable income
• Significantly increasing their Company's turnover and/or profit
• Obtaining much greater support than they have been able to obtain from their existing advisers

Clients who join the Programme at a Standard level will be looking for a service between the Basic and Masters levels.

Your account will be kept updated and you will have access to advice.  You will receive an annual review meeting to include a portfolio review.  You will have access to our pension & investment performance programmes.  We will advise you of any new products/opportunities which may occur.  We will advise you of property investment opportunities.  Your mortgage (if applicable) will be reviewed.  You will receive a discount on future transaction charges.  You will receive an invitation to all our seminars.

For more information, ring us on 01722 413348 or send us your details via email on This e-mail address is being protected from spambots. You need JavaScript enabled to view it