If you want a professional advisor who immediately makes it plain that they are on your side, who will help navigate the ever-changing legislative and tax regimes, then place your trust in Alanbrookes, and experience what it means to feel safe, understood and unjudged.
Alanbrookes is regulated by the ICAEW as a firm of Chartered Accountants and Registered Auditor. Our experienced team, based in our Wiltshire, North Somerset, and Gloucestershire offices, discretely handles the financial affairs of a very diverse range of private clients and corporations, who between them, own or control upwards of £250m of property in The UK and overseas. Their confidence is based on the combination of our in-house specialist Chartered Tax Advisors and the commercial experience of the property-owning partners.
One of the specialist areas we deal in is enabling families to structure and organise themselves in such a way as to beat The Midas Curse. In other words, we help them become part of the 10% who successfully transition wealth and cohesion beyond the third generation. As our firm can trace its direct roots back to 1926, and having successfully navigated the pressure and exuberance of property, political, and economic cycles, we know a bit about long term planning. In our experience, successful strategies are supported by getting the structure, constitution and governance right from the start.
We don’t deal in get-rich-quick scams or rip-off socially irresponsible and financially risky or unproven tax avoidance schemes, preferring instead to concentrate on what matters – sustainable, low risk, easy-to-manage, efficient structures that focus on bespoke clearly articulated goals that clients want. That means we pay attention to what you have to say, starting with “What problem are you trying to solve & why?”
Although the South West of England is our heartland, our reach extends far beyond. We serve clients from many parts of The UK and overseas. We are linked to STEP and their worldwide membership so where complexity is needed we know the people to go to.
We love ambitious, lively clients who know what they want. If and when they have strayed or temporarily run aground, we are good at and thoroughly enjoy getting them back on track.
So if you just want some more time to yourself and would like to dump the financial hassle and worry associated with your property portfolio on broad shoulders, then give us a call. We can give you back your life and set you free to focus on your priorities.
Considered, relevant, commercially valuable advice
- Structuring and restructuring property portfolios
- Preparation of property accounts
- Financial modelling and fundraising
- Tax planning and compliance
- Estate planning
- Probate and wills
- One-to-one coaching and mentoring