How Can Our Accountant Services Help?
From the outset, we clearly explain the services we will deliver, whether this involves pension planning for directors, investment guidance for surplus company funds, inheritance tax mitigation strategies, or protection planning for business owners.
We provide a full breakdown of fees, so all parties understand costs before any work begins.
Our aim is to complement your accounting expertise, enhance client outcomes, and remove uncertainty around both process and pricing.
1. Owner-Managed Businesses & Directors
2. Retirement & Pre-Retirement Planning
3. Estate & Inheritance Tax Planning
4. Corporate & Workplace Pension Services
1. Owner-Managed Businesses & Directors
Strategic financial planning aligned with accounting and tax advice.
Director & Shareholder Pensions
- Pension analysis and long-term retirement strategy
- Director pension and SSAS planning
- Remuneration planning using pensions alongside dividends and salary.
Business Protection
- Shareholder and partnership protection
- Key person insurance
- Relevant life policies for directors
Business Succession & Exit Planning
- Financial modelling for exit and succession events
- Insurance-backed continuity planning.
- Alignment with share structures and shareholders’ agreements
Costs & Charges
- Protection options and suitability review – £950.00*
- Setting up Director pension – £500.00
- Review of existing pension arrangements with recommendations – £950.00*
2. Retirement & Pre-Retirement Planning
Supporting accountants in advising clients approaching retirement
- Pension consolidation and analysis
- Drawdown, annuity, and phased retirement strategies.
- Sustainable income planning and cashflow modelling
- Tax-efficient retirement planning aligned with accounting advice.
Costs & Charges
- Suitability assessment for retirement – £950.00*
- Financial assessment with outcome modelling – £1,250*
- Financial assessment with modelling and income/expense planning – £2,000*
3. Estate & Inheritance Tax Planning
Complementary planning to support estate, tax, and succession advice.
- Inheritance tax mitigation strategies
- Gifting and nil-rate band planning
- Pension-led estate planning.
- Coordination with accountants on tax reporting and structures
Trust & Investment Planning
- Investment strategies aligned to trust objectives.
- Trustee-level reporting and reviews
- Ongoing liaison with accountants to ensure compliance
Costs & Charges
- Inheritance tax planning options report – £950.00 to £2,000*
- Gifting strategy review – £950.00 to £1,500*
- Investment Policy Statement for Trust – £500.00 to £750.00*
- Managing investments held in Trust – 0.50% to 0.75% p.a.
4. Corporate & Workplace Pension Services
Workplace pension advice designed to reduce risk and regulatory burden.
- Setting up and reviewing workplace pension schemes
- Director-only and executive pension arrangements
- Employee presentations and 1-to-1 guidance
- Ongoing governance and support
Costs & Charges
- Setting up new workplace pension – £950.00 to £5,000*
- Employee pension presentation (under 15 employees) – No charge
Professional Partnership Benefits
- Reduced professional risk through regulated financial advice.
- Improved client outcomes through coordinated accountant-financial planning
- Increased efficiency by delegating complex financial matters.
- Enhanced value proposition for your clients
*Please note that additional costs and charges may be incurred if the client proceeds with further regulated advice or implementation of any recommendations. All additional fees will be agreed before any work is completed.
All charges are a minimum fee and subject to change. All fees listed above are illustrative.
Professional Support for Accountants & their clients in the North West & across the UK?
Get in touch with our team to arrange your initial consultation.
We cover the following areas in the North West:
We operate throughout the UK. Get in touch with our team to arrange your initial consultation.