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Property Owners

Pre-Investment Financial Survey

• Financial viability report
• Sourcing finance
• Links with other professional bodies, i.e. Solicitors
• Explaining the jargon in your agreement
• Financial Planning consultations

Initial Action Plan

• Initial Expenditure
• Book-keeping system
• Cash flow plan
• Security issues
• Read meters

Wealth Planning with Financial Adviser

• Financial review
• Future planning
• Life insurance
• Inheritance Tax Planning

Record Keeping    

• Manual / Computerised
• Receipts and Records

Self Assessment Income Tax

• Preparation of subsidiary schedules
• Completion of Tax return
• Calculation of Tax payable
• Advice on deadlines
• Cash flow

Self Assessment Capital Gains Tax

• Advice on timing of Disposals
• Advice on Ownership
• Complete Capital Gains Return
• Complete Tax Payable Calculations

Mortgages & Insurance from Darwin Financial Management Ltd

• Associated Company  of AOH Darwin Direct
• Independent Advice
• Authorised by the FSA