Authorised to provide a range of investment services by the Institute of Chartered Accountants in England and Wales, Clapton Consultants can offer individuals a broad range of tax and financial planning strategies. A network of regulated independent financial advisers is maintained to expedite any agreed solution which involves retail investment products.
For many individuals, whether business owners, employees or pensioners, their tax and financial planning strategies are closely linked. Clapton Consultants can provide holistic planning solutions that incorporate these key areas, publishing a report that details the client’s current circumstances, their ambitions and financial objectives, plus recommendations that may be used in conjunction with an adviser, wealth manager or investment house to achieve the desired outcomes.
Clapton Consultants will also review plans prepared by other firms, providing an independent view with a particular bias towards ensuring tax efficiency. Allocation of assets between spouses and partners, use of allowances and exemptions, trusts, pensions and ISAs are some of the key areas included in the review.
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