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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

 

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