The Tax Control Formula™ Financial Planning Solutions for Corporate Clients

Levels of Service

We strive to offer our clients the highest levels of service and innovative solutions for their financial planning goals. As a result, we provide clearly defined service levels in order to ensure that the way we conduct business for you, meets with your expectations.

We offer three distinct levels of service to cater for all your needs, and as a client, you have a choice of service levels which are:

• Gold Tax Control Programme™.
• Platinum Tax Control Programme™.
• Ebony Tax Control Programme™.

Gold Tax Control Programme™

The Gold Tax Control Programme™ offers a step-by-step process to help shareholding directors of SME's and high net worth individuals control their taxes.

The main features of this programme includes:

• Automatic membership for all participating directors into the Private Wealth Management Programme (Gold).

• Annual Corporate Strategic review meeting.

• Annual Wealth Management Strategic review for all directors.

• Access to the Tax Control Toolbox including:
  • Corporation Tax Controller
  • Corporation Tax Controller - Annual Review
  • Capital Gains Tax Controller
  • Tax Free Benefit Tool
  • Cashflow Generator
  • Corporation Tax Sweep Tool
  • Asset Ring Fencing Tool
  • Corporate Continuation Programme
  • Corporate Bank Charge Sweep Tool
  • Corporate Finance Tool
  • Golden Handcuff Tool
  • Staff Benefit Tool
  • Exit Route Planner
  • Remuneration Strategy Tool
  • Corporate Wealth Barometer
  • Pension Performance Review - Portfolio Update Bulletin
  • Pension Performance Review
    Tool
    
    
• Monthly newswire informing of product and legislation developments.

• Access to two seminars per year (free of charge).

£1,250 plus VAT, joining fee & £125 plus VAT monthly membership fee*.

*(increased by 25% for each additional Director beyond two).

Platinum Tax Control Programme™

The Platinum Tax Control Programme™ offers a step-by-step process to help shareholding directors of substantial companies and wealthy individuals control their taxes.

The main features of this programme includes:

• Automatic membership for all participating directors into the Private Wealth Management programme (Platinum).

• Half yearly Corporate Strategic review meeting.

• Half yearly Wealth Management Strategic review for all directors.

• Access to the Tax Control Toolbox including:
  • Corporation Tax Controller
  • Corporation Tax Controller - Annual Review
  • Capital Gains Tax Controller
  • Tax Free Benefit Tool
  • Cashflow Generator
  • Corporation Tax Sweep Tool
  • Asset Ring Fencing Tool
  • Corporate Continuation Programme
  • Corporate Bank Charge Sweep Tool
  • Corporate Finance Tool
  • Golden Handcuff Tool
  • Staff Benefit Tool
  • Exit Route Planner
  • Remuneration Strategy Tool
  • Corporate Wealth Barometer
  • Pension Performance Review - Portfolio Update Bulletin
  • Pension Performance Review
    Tool

• Monthly newswire informing of product and legislation developments.

• Access to four seminars per year (free of charge).

• Invite to Annual KPM dinner.

£2,500 plus VAT, joining fee & £250 plus VAT monthly membership fee*.

*(increased by 25% for each additional Director beyond two).

Ebony Tax Control Programme™

(By Invitation Only)

The Ebony Tax Control Programme™ offers a step-by-step process to help shareholding directors of large group companies and very wealthy individuals control their taxes.

The main features of this programme includes:

• Automatic membership for all participating directors into the Private Wealth Management programme (Ebony)

• Quarterly Corporate Strategic review meeting.

• Quarterly Wealth Management Strategic review for all directors.

• Access to the Tax Control Toolbox including:
  • Corporation Tax Controller
  • Corporation Tax Controller - Annual Review
  • Capital Gains Tax Controller
  • Tax Free Benefit Tool
  • Cashflow Generator
  • Corporation Tax Sweep Tool
  • Asset Ring Fencing Tool
  • Corporate Continuation Programme
  • Corporate Bank Charge Sweep Tool
  • Corporate Finance Tool
  • Golden Handcuff Tool
  • Staff Benefit Tool
  • Exit Route Planner
  • Remuneration Strategy Tool
  • Corporate Wealth Barometer
  • Pension Performance Review - Portfolio Update Bulletin
  • Pension Performance Review
    Tool

• Regular goal development sessions.

• Quarterly focusing sessions.

• Access to all seminars (free of charge).

• Invite to Annual KPM dinner including overnight accommodation.

• Monthly newswire informing of product and legislation developments.

• Access to the exclusive Private members Club.

£5000 plus VAT, joining fee & £595 plus VAT monthly membership fee*.

*(increased by 25% for each additional Director beyond two).