Working with Accountants
Accountants
At Lacomp we advise a clientele that is private and corporate, national and international. This may entail only the management of investment or pension portfolios, but it can also involve devising strategies for people emigrating from or returning to the UK. Among the specific areas in which we work with accountants are:
Personal Tax & Financial Planning strategies for current and future tax-efficient investment income and capital growth within an agreed appropriate risk profile;
Retirement Planning & Pension Investment Management putting in place personal and corporate pension plans, reviewing and revising existing arrangements, running SIPP portfolios;
Long Term Care we are frequently asked by accountants to assist their clients in the generation of sufficient income and capital to finance long term care costs;
Estate & Trust Planning;
Capital Gains Tax - mitigation of liabilities through the use of the Enterprise Investment Scheme (EIS) please refer to our Lacomp British Enterprise EIS Funds website for more information.
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