Building fruitful relationships
We firmly believe that, to get the best and most tax-efficient results for our clients, working closely with their accountant is the right solution. Over the last 20 years, Foinaven has developed strong and longstanding partnerships with leading accountancy firms, who we can trust to provide us with an invaluable insight into our clients’ affairs.
Where a client doesn’t currently have an accountant – or is looking to change providers – we can always recommend a reputable firm who can help.
One-off or ongoing services
On occasion, one of our network of accountants will approach us with a one-off project for one of their clients. However, we’re more often tasked with taking over the long term financial planning for a mutual client – giving them the benefit of two perspectives and two sets of expertise.
Areas we can help with include:
Estate planning and IHT management
Personal tax planning
Advice on pensions
Business succession planning and assistance with exit strategies
Business, partnership and shareholder protection
Compliance with Auto-Enrolment