Financial Planning

we simplify the financial aspect of operating a limited company.

We stand out as a unique financial planning service, unlike any other.

As an integral part of our comprehensive accountancy services, we specialize in crafting, executing, and overseeing tailored, long-term plans for individuals and their families. This encompasses business owners looking to navigate exits or capitalize on their organizations strategically.

To do this, we adopt a holistic approach – leaving no stone unturned so that our clients receive only the most comprehensive financial planning service. And by working closely with our partners, we keep you one step ahead of the game too. The result? Peace of mind that your finances and investments are working to your objectives, and as efficiently as possible.

Ultimately, our purpose is to give you the certainty that you can enjoy your life to the very fullest, both today and in the future. Now that’s a Bright Idea.

Our Customer Onboarding Process

HOW IT WORKS

Recognizing the value of time, we’ve streamlined the joining process to be swift and effortless.

Lifestyle, retirement planning and investments

Regardless of your life stage, seeking expert advice on pension plans and investments is paramount. Whether you're establishing or reviewing retirement strategies for yourself and your team, or delving into lifestyle planning for your family, rely on our seasoned accounting professionals to enhance your financial opportunities.

Tax, trust and estate planning

Your lifelong efforts to build wealth deserve protection. Without meticulous planning, a substantial portion of your estate could be lost to Inheritance Tax. Bright Ideas Financial Planning takes into account all tax implications, crafting a strategic plan to minimize Inheritance Tax while preserving flexibility and asset control.

Our expertise covers:

Inheritance Tax Planning: Tailored strategies to mitigate Inheritance Tax liabilities.
Gift and Loan Arrangements: Structured approaches for wealth transfer.
Trusts: Including spousal bypass, family protection, and discounted gift trusts.
Gift Rules: Insights into potentially exempt transfers and chargeable lifetime transfers.

With our guidance, you can safeguard your wealth for future generations and ensure that your hard-earned assets remain within your family’s control.

Personal protection

Safeguarding what matters most – your family and yourself – is paramount. While discussing personal protection can be a sensitive topic, we recognize its utmost importance. As specialists in this field, we craft customized plans that serve as a safety net during challenging circumstances and unforeseen events, providing you with peace of mind and security.

Business protection

In any business, the most invaluable asset is undoubtedly its people. Without them, a company's survival is at stake. Our innovative approach to business protection is designed to secure not only you and your team but also the organization you've diligently nurtured. In collaboration with our trusted providers, we tailor the most effective product mix to ensure your business's resilience in the face of adversity.

FINANCIAL PLANNING

As your dedicated limited company accountants, we’re here to support you with any financial responsibility you may encounter.

Get tailored support just according to your needs.

Not sure what’s right for you?

TESTIMONIALS

What our client says?

“I have been impressed by the professional standing of all people I dealt with at Addison Accountants. They have done the review of our financials without any shortcuts whilst keeping an eye on timing.”

“Addison Accountants has been a huge help to our business since we have worked with them. They are a really friendly and professional team and always quick to respond.”