Nagle James Financial Planning Limited

Chartered Accountants and Business Advisers

Nagle James Financial Planning Limited is an independent CA professional financial planning firm advising a number of long established overseas trusts and companies, onshore and offshore structures and property investments.

We also have clients who have expanded their domestic businesses into UK and the rest of EC where our advise has avoided them paying double tax, claim local tax benefits and reduce overall rate of tax.

Client Services and benefits

Assistance with setting up and buying a business in UK

The benefits of expanding into other countries are no longer the preserve of the large global players but the risk of expensive mistakes is significant. We advise you on what kind of global structure should be used whether this should be a branch or a subsidiary, the transfer pricing issues arising in doing business with connected parties and ways of protecting and preserving your wealth.

Property investments

Depending on your tax situation there are a variety of ways in which properties in the UK can be owned in order to mitigate any tax implications. Although you might prefer to simply purchase in your own name, or jointly with your partner, it might be advantageous, for example, to use an offshore trust to hold the property or through a company owned by that trust.

We discuss these options with you and work to achieve your objectives.

Property Services

Our property management service includes advise on the best structure used for ownership of the property, sourcing finance, managing the property, regular accounting and dealing with the tax office.

Business and Personal Finance

With our close contact with the leading banks, we will arrange, at competitive rates, commercial and residential property finance.

We subscribe to The Mortgage Code, give written advice and provide flexible solutions based on client’s needs and circumstances. As independent financial advisors we are not tied to any one lender, and we have internet access to over 4000 products offered by the main banks and building societies in the market today.

We will assist you in arranging trade finance to include invoice discounting and factoring arrangements to fuel domestic growth and ensure supplies are made on better terms to improve overall margins.

Lifetime Financial Planning

We will undertake a full financial review of your business and personal circumstances and work with you to achieve your life time goals.

We will advise you on various forms of investments including pensions, ISAs, EIS and VCTs.

While you are considering ways to make the most of your savings, you may consider also passing capital onto other family members to avoid inheritance tax. We will assist you in estate planning and also in the form of your will. Life cover, Permanent Health Insurance, Private Medical Insurance, Critical Illness Cover and other employee benefits are widely seen as valuable incentives on top of salary, bonuses and other financial inducements. We can recommend plans which will suit your company’s size and payroll.

Giving more - costing less

There is no need to use the massive worldwide practices which carry and have to pass on large overheads. We run our practices economically and our clients enjoy the personal and trusting services we offer.

This firm is regulated by Financial Services Authority incorporated in England and Wales, Company Number 4182798