PRIVATE CLIENT SERVICE Our private client service brings together the combined experience of our tax, independent financial planning and insurance teams. We appreciate that no two clients are the same, which means we offer bespoke advice and recommendations based on your own individual needs and circumstances. From explaining investment options and recommending an independent pension plan through to creating tax-efficient solutions, we can help. Having access to a comprehensive mix of professional advice from across all financial disciplines means that you can benefit by receiving the advice you need without needing to make time for lots of separate meetings. Our service is available all under one roof – we can even come to your home if circumstances require it.
TAX ADVICE Our professional and friendly team of tax advisers are on hand to help you navigate through the tax system, giving you peace of mind in knowing that you are paying the right amount of tax. At Scrutton Bland, all of our advisory teams work closely with each other, which means that we can take a joined-up approach to your tax planning both in terms of your business or personal wealth. Our commercial tax advisory team is on hand to deal with all of your tax issues from straightforward compliance and tax returns through to managing business tax restructuring and HMRC disputes. By taking a 360 degree view of your business structure our advisers can work with you to identify ways in which you can significantly mitigate your tax exposure. Scrutton Bland have been giving financial advice to individuals and businesses across our region for over one hundred years. For more information on the services we offer contact us at hello@scruttonbland.co.uk or call one of our offices: Cambridge 01223 928065 Colchester 01206 838400 Diss 01379 643444 Ipswich 01473 267000 If you are looking for personal tax advice, our team of advisers have been helping individuals navigate their way through the tax system for decades, helping to avoid any unexpected bills and finding ways in which to mitigate tax exposure.
INDEPENDENT FINANCIAL ADVICE When it comes to managing your wealth and achieving your financial objectives, you need an adviser you can trust. Our team of financial advisers will take the time to understand your wealth management objectives fully and then develop a financial planning strategy to help you achieve them. We also understand that financial priorities may change over the years, so we take a long-term planning approach and take the time to build up lasting relationships, with the aim of protecting your wealth and growing your investments at all stages of your life. Because we are an independent financial adviser, our advice and product recommendations are always unbiased and impartial. We are not tied to any products or restricted by the product providers we can recommend, nor do we accept commissions.
CLOUD BASED ACCOUNTING AND SYSTEMS ADVISORY ADVICE We understand that organisations today want complete solutions with a 24/7 overview of how their business is performing, and this is what we set out to deliver. Our sblive service takes leading accountancy software and integrates it with a unique set of professional services to deliver a complete cloud-based accounting package. Clients can select from a flexible menu of services so that you can select the digital and professional business support you need, when you need it. The service is fully customisable – we can bolt on specific apps and services to tailor a package to suit your particular industry or size. We also offer a Systems Advisory Service which has been designed to support businesses by reviewing current systems and controls through to advising on the right software. Our experts will help you find the financial systems you actually need so you don’t waste time and money investing in the ones you don’t, and we can save you time on migrating data from your old system with our end-to-end data management service.
INSURANCE To find the right cover for your business, charity or organisation we access the UK’s leading insurers to find you the best deal available – whether it’s for a straightforward employer’s liability policy or more complex risk management advice. Our insurance teams always deliver a service that is underpinned by decades of experience to ensure that our clients have the cover they need at premiums you can afford. Our service for private individuals is just as bespoke – we’ll take the time to understand your needs and then assess the whole market to find the solution. We can help with home or car insurance or help you with more complex requirements such as holiday homes and luxury items. As members of the Willis Towers Watson network, an association of independent insurance brokers, we can operate as a privately owned and independent business, but with the added benefit of being able to tap into the exclusive underwriting facilities and insurer relationships enjoyed by one of the world’s largest insurance brokers.
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