Fraser Wood
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Understanding change

Tax and business legislation

Legislation is regularly updated. We recognise and closely monitor the changes the government makes to both business and tax regulations. We monitor these changes so we can advise you and keep you up to date. This enables you to meet your legal obligations.

Our services include:

  • Keeping you up to date with government policies and legislation
  • Monitoring your tax and business obligations
  • Preparing you and your business for change
  • Understanding how the Chancellor’s budget affects your business
  • Meeting the requirements of the government’s ‘Making Tax Digital’ strategy

Business change

The one thing we can all count on is change in business and in life. This change is constant and inevitable; it can be worrying. From Brexit and government legislation to complex family situations and personal upheaval, we can help.

We can help you at times of trouble:

  • The break-up of business partnerships and business relationships
  • The retirement or unexpected loss of directors and/or key members of staff
  • Helping you to manage divorce and the breakdown of personal relationships
  • Managing your financial security during times of change

Retirement planning and exit strategies

We work closely with business owners to help them during times of change. We can advise you on managing these changes. We can guide and assist you.

We provide help with:

  • Management buy-ins and buy-outs
  • Personal retirement and inheritance planning
  • Succession planning
  • The retirement of directors and key staff
  • Valuing your business

Savings and investments for your family

Our aim is to advise you on how to save and invest in your future. Work with us and we hope we can build a foundation of trust and understanding that will help you and your family.

We can advise you on:

  • Bringing financial security for your family
  • Inheritance tax planning
  • Personal pensions
  • Tax-efficient savings and planning for retirement
  • Trusts and estates: how to build a legacy

Please contact us by phone 01248 351 586 or by filling in this FORM and we can have a chat over a cup of coffee to see how we can help you.

COVID-19 Statement

For our clients

The office is in operation but in line with current guidance on social distancing we are unfortunately not accepting visitors into our premises.

If you wish to drop off your records at the office, please would you either telephone us in advance or alternatively please knock and wait for the door to be answered by a member of staff.

If you would like to pick up records please contact us in advance so that we can ensure your records are ready for you.

We are conducting our services via phone, email and virtual meetings wherever possible.

We can provide short face to face meetings, but as you can appreciate we are trying to keep this service to a minimum.

Thank you for your patience and understanding at this time. Please rest assured our customers will continue to receive a timely, safe and friendly service delivered with expertise.