We assist many successful individuals, working to optimise their current position and plan for the future.
We recognise that such people can be too busy to deal with day to day administration, and if required the Brebners team become fully involved in the individuals' circumstances, dealing with bank accounts, paying invoices, monitoring investments, assisting with the administration of the purchases of property etc.
The services most commonly used by successful individuals are:
- Outsourcing your financial function
- Wealth management
- Personal tax planning and compliance
- Inheritance tax planning
- Pensions, mortgages and insurance advice
- Due diligence
Successful individuals often have many business interests and investments. Many of our clients are associated with the following sectors:
- Film, TV and theatre individuals
- Sports - personalities, professionals and business
- Media and creative companies
- Property, property management and construction
- FCA registered businesses
- Solicitors and legal professionals
Examples of services we provide to successful individuals:
For several media personalities we provide administrative support services, assisting in all of their financial affairs, even opening and arranging settlement of credit card statements, assisting with the administration associated with the purchase of property, completing quarterly VAT returns, compiling year end accounts, and completing tax planning to optimise the current and future position.
We are proactive in suggesting valid tax planning opportunities to our clients, and always ensure that tax payment dates and filing deadlines are communicated clearly to our clients in good time, so that such payments are expected and do not come as a surprise, and fines and penalties are not incurred.