Rowley's Chartered Accountants Leicester
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Tax Planning & VAT > Inheritance Tax Planning & Wealth Management
Key Contact
Mark Hook BA(Hons) FCA CTA
Mark deals with corporation tax and personal tax matters for clients but he has specialist knowledge in all areas of tax planning.
T: 0116 282 7000
E: mark@rowleys.biz
Our estate planning service combines our close links with Rowley Turton (IFA) Limited with the tax planning strength of our private client team. We will work with you to ensure tax efficiency is applied to your wills and assets so that you can retain maximum wealth in your family.
Our specialists in personal tax and trusts together with financial planners will provide you with a single approach to your wealth management.
None of us likes to think about death or serious illness. Our role is to help you put plans in place to lessen the financial impact on your dependants. Together, with careful planning, we'll know exactly what level of cover you should have.
Family Protection
We can review the suitability and competitiveness of your existing arrangements and discuss a wide range of solutions that include:
- Term Assurance
- Whole of Life
- Death in Service
- Critical Illness
- Long Term Care
- Permanent Health Insurance
Our Approach to Fees
Our normal approach to fees is that we agree a fixed fee in advance of work done for specific services. Any services outside the scope of the agreement will be charged separately.
The benefit of fixed fees is that each party knows exactly what is payable and by when.
Furthermore, we want you to talk to us over particular issues, but be reassured that it doesn't cost anything to talk. We only charge when we have agreed the basis of work to be done.
"When I moved to Rowley's in 2003 I knew that I had made the right decision. The Rowley's team have always been very helpful, offering first class business advice."
David Matthews, Managing Director, Darian Homes Ltd