Helping you to help your clients

At MacIntosh James & Partners we appreciate and understand the often complex issues that you face when dealing with your client's tax affairs. That's why we employ a highly qualified team of professionals to help you provide accurate independent advice in an easy to understand manner.

Specifically we can help you with the following issues:-

Complimentary Tax Planning

Independent advice on tax efficient structures to reduce or mitigate income, capital gains and inheritance tax liabilities such as pensions, Individual Savings Accounts, Venture Capital Trusts, diversified AIM portfolios, Enterprise Investment Schemes, Discounted Gift Trusts.

Retirement Planning

We can review client's existing arrangements and ensure that they are on track to meet their retirement objectives. We recommend suitable structures that provide your clients with the investment flexibility that they may require, for example Self Invested Personal Pensions. We are experts in investing in property via pension structures.

Trust Asset Management

  • Independent, expert advice and ongoing management of trust assets.
  • Diversified investment portfolio construction.
  • Use of tax efficient structures such as investment bonds.
  • Regular reporting to trustees and monitoring of trust assets.
  • Reduced administration by use of collective investments.

All advice is individually tailored to meet the individual requirements and objectives of the trust.

Financial Protection

As a totally independent firm we can source protection plans such as life assurance, critical illness cover and income protection from the whole of the market. We are experts in dealing with large sums assured.

The above areas are only a small selection of the issues that we can help you with. Please feel free to contact us to discuss any other financial area where we may be able to assist.

MacIntosh James & Partners are committed to helping you enhance your relationship with your clients.