Financial Advisors & Wealth Management Experts

Eagle Accountancy has vast experience in dealing with the accounts and tax affairs of Financial Advisors including many high net worth individuals….we deal with clients throughout Wales and have a number of high net worth individuals in the centre of London in this field.

Whether you are just starting off or have been established for a number of years we can assist. From start ups we are able to guide you on the options you have of trading as a sole trader, partnership, limited liability partnership or limited company and as such the accountancy and tax implications thereon. We appreciate that the early days of trade are somewhat very busy establishing a client base and setting yourself up for your future and so we are able to offer from the most basic bookkeeping to a fully managed accountancy function for those that require it.

Once established we provide ongoing assistance and advice in regard to income extraction, maximisation of income and minimisation of the associated income or corporation tax liabilities…..forward planning is essential and we are proactive to this effect ensuring that all our clients receive several calls from us each year for updates with regard to current trading position as well as us providing up to date management accounts to ensure your firm is able to act on essentially what is ‘live’ management information. All our clients have planned pre year end tax planning meetings with a qualified accountant to ensure tax is minimised as far as is legally possible.

We have vast experience in dealing with mergers and acquisitions in this area also and can advise you of the most tax efficient routes to bring your new venture in to fruition so, from purchase of a block of fees, to merging in to a partnership or, a joint venture to outright purchase of another practice you can be assured you will be in safe hands guiding you throughout the process in plain English whilst mitigating and tax implications thereon.

As well as the above we offer the usual free and ongoing general business and tax advice as standard!

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