Investment and Pensions Taxation
Accudo is able to apply its tax expertise in terms of ensuring that pension and investment recommendations are tax efficient both for individuals, couples, families, and also small business owners. This expertise also extends to the ongoing management of these investments to ensure that we continue to make use of ongoing tax mitigation strategies in the best possible way as we work together over the years.
Claire is a chartered accountant with the ICAEW and is assisted by Alex who is a part-qualified certified accountant. We feel that having this accountancy background within our firm gives us an edge over some financial advisers who may not have this in-house expertise. Just some of the examples of the work we do involving tax planning strategies are as follows: