PAB has a team consisting of account managers, lawyers, tax planners and processing staff.
We are thrilled to become a sponsor of the Institute of Financial Planning. We believe that there is a very natural fit between the needs of Financial Planners, Paraplanners and their clients and the range of tax and trust planning services that we offer as a business.
So how can PAB help you and your clients? Here are just some of the service that we can offer:
* Mitigation of IHT, Corporation Tax, Income Tax and Stamp Duty Land Tax
* Bespoke trust planning – bring us your client's problem and we will help you to solve it
* Reclaiming Capital Allowances for landlords
*Seminars, presentations, training provided as you require, either for you the planner and/or your clients
*Above average account management. What type of client would these services be most beneficial for? There are many types of client who can benefit but they include:
*Business owners looking for tax efficiency in moving profits out of the company
*Commercial and residential property purchasers
*Owners of multi occupancy properties
*Property portfolio owners concerned about CGT and IHT (any structure)
*HNW clients concerned about tax planning
Carole Jackson, PAB account manager, is the point of contact for all IFP members. Her 20 year career as a Financial Planner specialising in tax and trust planning, puts her in a strong position to understand planners' and clients' needs.
Carole works with planners and a team of experienced tax professionals who are able to produce bespoke planning to suit your client's requirements. As a former member of the IFP herself, she is very keen to work with current members and support their work in this key area in any way that she can.