Partners in Professional Firms
We work with partners to ensure their financial and tax affairs are in order and achieve their personal goals.
We provide a comprehensive service to partners in professional firms, covering both your working life and your personal tax affairs.
As partners in a professional firm, we know that you need proactive advice that is relevant for you. We offer you the reassurance that we understand your specific needs and concerns.
Our team is available to you when you need us. You can rely on us to provide the right advice and to support you throughout your career.
What we do for you
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Familiarising yourself with elements of the statutory and partnership accounts.
Available on demand
Understanding the implications of the change in tax status after becoming a partner.
Available on demand
The future importance of planning for the future.
Available on demandFamiliarising yourself with elements of the statutory and partnership accounts.
Available on demandUnderstanding the implications of the change in tax status after becoming a partner.
Available on demandThe future importance of planning for the future.
Available on demand
Talking through the questions that may be going through your mind – and more importantly, what questions you should be asking.
Talking through some financial planning you may now need to be undertaking and the impact this position can have on your work/life balance.
Talking through some of the questions you should be considering pre-retirement and the importance of planning for this next stage of your life.
Talking through the questions that may be going through your mind – and more importantly, what questions you should be asking.
Talking through some financial planning you may now need to be undertaking and the impact this position can have on your work/life balance.
Talking through some of the questions you should be considering pre-retirement and the importance of planning for this next stage of your life.
How prepared are you for life's challenges?
Our new life builder tool demonstrates how we can help you and your family navigate the challenges by planning in advance for those key milestones, letting you get back to enjoying your live and achieving your goals.
Case Studies
Change in tax position and forward planningActing for a partner in a legal firm seeking tax advice surrounding his retirement from the partnership and the resulting tax impact. We provided detailed advice on:
Our client was able to feel assured and knowledgeable in respect of his tax liabilities given the change in his employment status. As a result, he was able to plan for the future with more certainty. |
Advising partners from US law firmActing for numerous partners of US law firms who are based in the UK but receive a share of the US profits. Each year we prepare their UK tax returns, a process which involves advising on matters such as:
This is a complex area which requires close liaison with HQ and a hands on approach to understand how everything fits together across the different jurisdictions. |
