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TWP VIP Tax Services

Important enough to leave to the experts.

For high-income professionals, tax is a serious issue. Your income, investments and capital are all under threat from increasingly complex and demanding tax legislation. Add to this the vital planning that needs to go to into your future, from retirement to minimizing inheritance penalties for your loved ones, and suddenly the issue of tax becomes too important to leave to chance.

You may feel comfortable handling tax yourself, but are you losing out?

We are the experts. TWP advisors will skillfully manage and minimize your tax liabilities, combining all aspects of tax administration in our VIP Scheme.

Just look at our track record. Over and over again, we’ve achieved outstanding results for clients, and our understanding of the particular issues facing high net-worth individuals is second to none.

Our approach is clear and effective. One client team handles all of your tax affairs, from employment to investment, providing a fully coordinated approach and a single point of contact. We will build your tax planning around every aspect of your life to ensure you are tax compliant and conflict-free.

Whatever your requirements, we have the experience and knowledge to handle them. From personal tax liability and pensions, to charitable giving and property holding structure, our experts will help you make the most of your money.

Your free consultation

Effective tax planning starts with one phone call. Our team is on hand to discuss your needs, and we are delighted to offer your initial consultation free of charge. Simply call 01932 704700 to make an appointment with Andrew Goddon or Mike Dawes our tax specialists.

In order to make our service as fast and efficient as possible, we require some tax return information from you. To make this process simpler, we can provide a checklist for you to use, or you can download guidelines from our website.

Checklist

Your Details

Name

Address
Telephone no.(Work)
Telephone no.(Mobile)
E-mail address
If this email is a business email address, is this secure for personal information?

Yes
No

Occupation
Position in the company

Employee
Director
Self-Employed
Other

 
Main Source of Income
Description
Salary, Bonuses & Benefits
Stock Options
   
Name of Business
Gross Annual Income
 
Outline of
Bonus Schemes
Share Schemes
Pension Schemes
Other Income
   
Personal Status
Tax resident in UK? Yes
No
 
Tax domicile in UK? Yes
No
 
Status

Single
Married
Civil Partnership
 
 
Personal Balance Sheet
Home  
Market Value
Mortgage
     
Other Property    
Market Value
Mortgage
Investments
Unsecured Debts
   
Money Laundering ID
 

 

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telephone
+44 (0) 1932 704700
email
Email Us Today

Related Links
Related Links
Business & Corporate Tax
Tax Planning
Tax Fee Protection Insurance
Capital Allowances
VIP Tax Services
Personal Tax Services

Related Links
Profiles

Andrew Goddon
(Partner)

Mike Dawes
(Partner)
Katy Mitchell
Georgina Burgess
Collette Cranston-Ford
Rachael Green
Katrina Hughes
Anna Williams

 

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