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Whitehall Financial Independent Limited provide tax efficient solutions to three categories of clients with differing needs.
1. Business Owners
- Use of profits from the business
- Property purchase
- Planning for the sale of business and/or retirement
- Arranging borrowing
- Planning for the unexpected, namely death or illness
- Employee pension and benefit packages
2. Employed higher rate tax payers
- Reduce income tax payable on bonuses or on exercise of share options
- Mitigating capital gains tax
- Funding for retirement
- Mortgages
- Investment for capital growth
3. Retired or approaching retirement
- Investing for income in a tax efficient manner
- Protecting estates against inheritance tax and/or cost of long term care
- Ensuring existing investments match needs and possibly a changing attitude to risk
- Pre retirement audits of pension arrangements to maximise tax free
cash and benefits available under differing arrangements and Inland
Revenue rules
Once we understand what our clients wish to achieve, the solution will include advising and arranging;
Pensions
Including Free Standing Additional Voluntary Contributions, Stakeholder, Self Invested and Self Administered Schemes.
Investments
Including Offshore Bonds, With Profit Bonds, ISA's, Unit Trusts, Investment Trusts and Open Ended Investment Companies (OEICS).
Mortgages and Loans
Including commercial property and pension fund lending.
Tax Shelter Investments
Including Venture Capital Trusts, Enterprise Zone Property Trusts and Film Partnerships.
Protection
Including life, health, medical and critical illness cover.
The Financial Services Authority does not regulate
taxation and trust advice and certain types of buy to let and
commercial mortgages.
Whitehall Financial Independent as part of the
Whitehall Group is able to deliver a total wealth management service to
clients which utilises the formal alliances the group has with our
legal and tax advisers. Services offered include:
Legal
PRIVATE CLIENTS
- Wills, Trusts, IHT Planning
- Enduring Powers of Attorney
- Probate
- Long term care issues
- Conveyancing - residential and commercial
- Pension Fund investment e.g. property etc.
CORPORATE CLIENTS
- Company formation
- Partnership Agreements
- Employment Law
- Acquisition,Mergers and Disposals
- Employee remuneration packages
Tax
PRIVATE CLIENTS
- Total tax management
- Tax advice on new products
- Self assessment returns
- Processing tax reclaims
CORPORATE
- Aquisitions, Disposals and Mergers
- Employee share and incentive schemes
- Restructures
In addition the Whitehall Group offer business consulting in such areas as:
- Business Healthcheck
- Exit Strategies
- Acquisitions
- Disposals
- Mergers
- Restructures | 
