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Accountants

All clients’ needs are best met when their professional advisers work closely together, imparting their respective specialist knowledge. We have worked with Lawyers in this respect for many years and are well placed to assist you and to add value for your clients in this difficult area. 

Lifetime Cash Flow Forecasting

We offer our clients a comprehensive financial plan; this includes a valuable lifetime cash flow forecast, an indication as to whether their financial strategy will enable them to achieve their personal lifestyle goals and leave them secure for life, or whether they are likely to run out of capital at some point. We can also build scenarios, test the 'what if' questions clients invariably raise, such as death of a partner or enforced retirement due to illness or disability.

How powerful would it be to be able to advise business owners when deciding if and when they could afford to retire, or calculate the sum they needed to realise from the sale of the business in order to achieve and/or maintain the desired lifestyle in retirement?

Business Protection

Why do business owners insure the desk they sit behind, but not the Key Person, the income generator sat behind it? It is a fact that the vast majority of businesses in the UK do not have adequate protection for their most valuable assets, that is, their Key Personnel. We have considerable experience in advising business owners on Key Man Protection and Partnership/Shareholder Protection. Where necessary we can assist with draft wordings of Cross/Double Option Agreements and business trust documentation to mitigate the effects of CGT and IHT.

Advice to Trustees

The Trustee Act 2000 imposes specific duties on Trustees. These include the implementation of a standard investment criteria, regular revision of the suitability of the chosen investment strategy, which commensurately requires the need for diversification through differing types of investment held. We offer advice to Trustees on the suitability of different asset classes and investment risk, as well as on the most tax-efficient investment products to meet the Trust’s objectives.

Our Awards

2017 Treasury Parliament Review

Future Life Wealth Management to represent Finance

2017 Treasury Parliamentary Review

Forward Ladies Awards 2016 - Inspirational Leader Award

Winner of the Inspirational Leader Award

Forward Ladies Awards 2016

Sheffield City Region Awards 2016 – Customer Service

Finalist in Customer Service

Sheffield City Region Awards 2016

Sheffield City Region Awards 2016 – Business Person of the Year

Finalist in Business Person of the Year

Sheffield City Region Awards 2016

Yorkshire Women in Business Awards 2016 – Rising Star

Finalist in Rising Star (Samantha Williams)

Barclays Yorkshire Women in Business Awards 2016

Yorkshire Women in Business Awards 2016 - Diversity Award

Finalist in the Diversity Award

Barclays Yorkshire Women in Business Awards 2016

Yorkshire Women of Achievement in Business 2016

Finalist Yorkshire Women of Achievement in Business 2016

Yorkshire Women of Achievement in Business 2016

New Model Adviser Top 100 2016

New Model Adviser Top 100 2016

New Model Adviser Top 100 2016

Excellence in Professional Services 2015

Excellence in Professional Services 2015

Derbyshire Times Business Awards 2015

Business Personality of the Year 2015

Business Personality of the Year 2015

Derbyshire Times Business Awards 2015

New Model Adviser Top 100 2015

New Model Adviser Top 100 2015

New Model Adviser Top 100 2015

Forward Ladies Shortlisted Women in Business Awards 2015

Forward Ladies Shortlisted Women in Business Awards 2015

Women in Business Awards 2015

New Model Adviser Top 100 2014

New Model Adviser Top 100 2014

New Model Adviser Top 100 2014

Business Personality of the Year 2014

Runner up in the Business Personality of the Year

Derbyshire Times Business Awards 2014

North Regional Shortlist

The North Regional Shortlist

New Model Adviser of the Year 2013

Outstanding Business of the Year 2012

Winner of the Outstanding Business of the Year

The Great South Yorkshire Business Awards 2012

Business Personality of the Year 2012

Runner up in the Business Personality of the Year

Derbyshire Times Business Awards 2012

Small business of the Year 2012

Winner of Small business of the Year

Derbyshire Times Business Awards 2012

Most Promising New Business 2011

Shorlisted for Most Promising New Business

British Chamber Awards 2011

Team of the Year 2011

Shortlisted for the Team of the Year

Derbyshire Times Business Awards 2011

Entrepreneur of the Year 2011

Shortlisted for Entrepreneur of the Year

Derbyshire Time Business Awards 2011

Most Promising Initiative - Financial Advise 2011

Finalist in Most Promising Initiative - Financial Advise

Financial World Innovation Award 2011

Most Promising New Business

Yorkshire and Humberside - Most Promising New Business

Regional Chamber Awards

Best Technology Business Woman of the Year 2011

Winner of Best Technology Business Woman of the Year

Business Women of the Year Awards 2011

Start-Up Business Woman 2010

Winner of Start-Up Business Woman

Women in Business Awards 2010

Sheffield Enterprise Agency Enterprise Award 2010

Winner of the Sheffield Enterprise Agency Enterprise Award

Sheffield Business Awards 2010