At Morton Fraser we have highlighted clarity as our guiding principle.
This directs the way we communicate, the way we advise, the way we conduct relationships with our clients and the way we are totally transparent and upfront about our charges. This applies to all our services from the straightforward to the more complex.
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A clear future together.
We work with clients who are trying to minimise tax, whether that be inheritance tax, capital gains tax or income tax. Our approach is to ensure that we understand your situation and goals to allow us to confidently structure your investments in a tax efficient way.
Sue is the head of our Private Client Division and is a specialist in a number of the areas which are relevant for our private clients.
Investing tax efficiently is extremely important and as independent advisers, we are well placed to advise on the full range of products available in the market. Examples of tax efficient products we might recommend include Individual Savings Accounts (ISAs), Investment Bonds, Pensions, Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs). The suitability of these will be determined by your particular circumstances and your overall requirements.
We will make sure your investments are structured tax efficiently and will review your investments regularly to control risk and to make sure you are on track to meet your goals.
As part of a team of lawyers, financial advisers and tax specialists, we can provide all the advice which you will need without having to look elsewhere.
We want to provide our clients with fixed fees. That can be quite difficult to do unless we properly understand your individual circumstances, and what we need to do for you. We don't want to compromise the work we do for you or the service we deliver, by offering a headline grabbing fee quote, which we don't then deliver on.
Our approach to feeing is therefore to meet with you, and to establish your objectives. The cost of this meeting, which will include a review of your assets and your tax situation, will be £250 + VAT. The cost of this meeting will be deducted from any fee for work which follows.
At this meeting, we will provide you with an estimated fee for carrying out the work, and we will not go ahead with that work unless you have approved that fee quote.
All work was dealt with in a very professional and timely manner. The benefit of having a wealth planning team was also an advantage.
