Congratulations to Hannah Bass.
We are proud to share that Hannah Bass, from our Wealth Department, has been awarded The Certificate in Paraplanning Prize for her exceptional performance in the 2024 examination year.
As a leading professional services firm ourselves, we appreciate the ongoing updates to legislation and the issues that can affect a professional practice. Our personalised approach to finance and business advice for professional service firms is one of the reasons so many of them have remained loyal GWA for generations.
Professional service firms, be they lawyers, land agents, chartered surveyors and estate agent, face many of the same challenges as other businesses. In addition, they have additional obligations mandated by their own specific regulatory environment.
Whether you are a sole practitioner, a partnership or an LLP or limited company, our team can reduce the extra burden of monitoring the latest tax obligations or your practice’s financial performance. We will help you run your firm efficiently and cost effectively and our experience of working alongside a range of professional firms of all sizes means we will always tailor our advice to best suit your needs.
In addition to financial and tax management we can also provide wider support including managing your payroll, HR advice, and IT support and maintenance.
Our services in this area cover the following and more:
- assisting with mergers and acquisitions including due diligence
- tax compliance and planning
- advice on the most suitable business structure
- VAT planning
- auditing
- succession planning.
