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The Penny Group
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SteveSanderson
Posts: 1 Newbie
They contacted me with the usual blurb, anyone had any experience with them ?
As a group we have!around 5,000!professional clients who work!predominately in!Investment Banks, Accountancy and Law Media and Advertising!firms.!We tend to get used because we take a holistic approach to planning which we are able to do by incorporating several different divisions which look into:
Tax Mitigation (income tax, capital gains tax)
offshore planning
mitigation against Inheritance Tax (i.e. through trusts)
retirement planning
helping people protect their assets (i.e. themselves) properly
accessing every mortgage on the market gaining preferential rates
property investment in the UK and overseas (both residential and commercial, direct ownership and fund managed)
offshore planning
All of the above may not be applicable to you at present and this is why we look for an ongoing relationship with our clients, so as to introduce them to various ideas and structures throughout the course of their business and personal careers.
Tax Mitigation (income tax, capital gains tax)
offshore planning
mitigation against Inheritance Tax (i.e. through trusts)
retirement planning
helping people protect their assets (i.e. themselves) properly
accessing every mortgage on the market gaining preferential rates
property investment in the UK and overseas (both residential and commercial, direct ownership and fund managed)
offshore planning
All of the above may not be applicable to you at present and this is why we look for an ongoing relationship with our clients, so as to introduce them to various ideas and structures throughout the course of their business and personal careers.
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