Accountants
working with accountants
At Lacomp we advise a clientele that is private and corporate, national and international. This may entail only the management of investment or pension portfolios, but it can also involve devising strategies for people emigrating from or returning to the UK. At all stages we work closely with the client’s accountant.
Personal Tax & Financial Planning
Strategies for current and future tax-efficient investment income and capital growth within an agreed appropriate risk profile.
Retirement Planning & Pension Investment Management
Putting in place personal and corporate pension plans, reviewing and revising existing arrangements, running SIPP portfolios.
Long Term Care
We are frequently asked by accountants to assist their clients in generating sufficient income and capital to finance long term care costs.
Estate & Trust Planning
UK Government IHT receipts in the year to April 2024 rose by 6%, to £7.5bn, largely as a result of steadily increasing valuations of investments and property, and are forecast by the OBR to increase to £8.3bn in the 2024-25 tax year.
We work closely with a client’s accountant and solicitor to consider and implement options for mitigating potential IHT liabilities, including using tax-efficient investments benefitting from Business Property Relief.
Capital Gains Tax
We work with accountants whose clients have incurred CGT liabilities on the disposal of other assets to devise proposals for the reduction or deferral of the tax charge.
We report to clients and their accountants with annual transaction summaries to assist in the completion of tax returns.