Senior Associate and Chartered Tax AdviserMargaret Ross
Our team of qualified and experienced accountants and tax professionals are skilled in managing finances for individuals when they no longer wish to deal with this administrative burden themselves.
We work closely with our welfare team to provide a full service supporting people to maintain their independence when life becomes more challenging.
Self Assessment returns and other tax matters
Reviewing and renewing appropriate insurances and cancelling those not required
A full review of income to ensure that all benefit and pension entitlements are being claimed
A full review of expenditure and advice on cost-efficient ways to manage bills
A review of banking arrangements to ensure that surplus cash is not exposed to bank failure
Paying bills including household bills, odd jobs, carers and nursing home fees
Record keeping – we can clear you home of the clutter of confidential papers and keep them organised on our files for when they are needed
Interpreting the increasingly complex reports from investment managers and ensuring a line of communication with them is maintained
Form – filling, for example if you wish to apply for a Blue Badge or make a claim on an insurance policy to pay for care
Cancelling unwanted junk mail