If you want to cut/paste this Business Card Link - for sharing via WhatsApp, Email, Facebook etc - here is the link:
Located in the lovely town of Stratford upon Avon, I am privileged to be a Director for the Shakespeare Birthplace Trust Trading Company and have a place in their Advisory Council alongside some of the all time greats!
As a Father, Grandfather and husband - I am surrounded not just by a wonderful family, but also by a network of amazing business colleagues who cover every aspect of tax and law that my many businesses could ever need.
Where did it all start?
...I began working in the Tax and Business Planning world in 1987 after I left Medical School and joined one of the UK's largest Financial Advisor companies.
It soon became clear that there were a whole host of things that business owners could do - to save themselves large amounts of tax... if only the Advisors around them knew about these tax planning tools and how they worked.
I quickly moved into Technical Training and became the Technical Training Manager for Friends Provident - keen to share my growing knowledge to the work being carried out by IFA's.
Advisors all need to be qualified to give their 'Advice' - and I spent time as a Chartered Insurance Institute (CII) Examiner for their Advanced Pensions Exam (G60) alongside my Technical Training work.
Over the next 30 years I developed a network of contacts and experts in all areas of tax planning - both here in the UK and Offshore.
Many well respected Wealth Management companies have invited me to deliver Specialist Workshops for their business owner clients - covering topics like "QNUPS for BUSINESS" and "Tax Exempt Property Investing".
I have provided Tax, Financial, Strategic and Non-Exec Director services for a portfolio of businesses over the past 30 years. Turning the dreams of entrepreneurs into investor attracting business propositions - aided by my work with HMRC to add EIS & SEIS pre-approvals and completing R&D claims on their behalf.
Past projects have included development of shopping basket software (1999), the launch of a new credit card and banking service, renewable & energy systems, genetic engineering, IHT planning & BPR investment funds and even an innovative Golf Putter.
My expertise is in taking new, complex and detailed information on board - and processing it into professional presentations and detailed business and tax plans. Which has proven to be invaluable to those wanting to develop their operations, structure things better or even to attract partners and investors.
In 2013 I also ventured abroad and worked in Switzerland as a US Tax expert dealing with FATCA with a specialist Investment Adviser - gaining useful skills and knowledge that are helpful for both UK and EU clients. Elite Wealth Services is my own tax consulting business, providing IFAs and Accountants with specialist tax support and even client facing seminars.
Of course none of the above would have been possible without my lovely wife Nicola being beside me to share the amazing times!
Married on the beach in Barbados - Nicky has her own impressive CV as a VAT expert (!) - plus her transport is probably cooler than my bike. A 1934 Riley 9 Lynx which saw action in WWII.
But we cannot be sensible all the time!
The idea behind the chatbot is a simple one:
1) Ask a series of questions to determine what you want to do in relation to property – ignoring all the rules.
2) Present a lengthy report explaining how to put your plans into play – using SSAS money and specific exemptions rather than ‘opinions’.
This SSAS Property Chatbot covers the following:
Residential vs Commercial vs Mixed Use vs Land.
Pensions Act Exemptions.
Real Estate Investment Trusts.
Genuinely Diverse Commercial Vehicles.
SDLT Exemptions and Refunds.
SSAS VAT Planning and special VAT Exemptions.
SSAS and Sponsoring Employer Conveyancing.
SSAS Establishment – FREE video link.
Advanced Property Planning using GDCVs & REITs – FREE video link
As you can use the SSAS Property Chatbot for as many scenarios as you want – you are actually getting over 130 full length professional SSAS Property Tax Reports for your money. There is no other place on the internet where ALL this information is available in the one place…. There is no expiry date – so even if your plans take time to come to fruition, the SSAS Property Chatbot will be there waiting for you 24/7.
The Report pages are updated in real time – so if something is amended or added, then you will get immediate and unlimited updates.
We are experts in SSAS planning and know exactly what you can (and cannot!) do with them.
It is the place to go to establish your SSAS as we have a simple 10 step process laid out for you with clear explanations for every step.
Segmented Solutions are SSAS Administrators and SSAS Practitioners - so we can look after your SSAS and make sure that it is fully compliant.
Segmented Solutions can also establish QNUPS (Qualifying Non-UK Pension Schemes) and EPUTS (Exempt Property Unit Trusts) - all being useful tools in overall retirement and tax planning.
Here is our SSAS Pensions Masterclass (A 4 Part FREE course, with a FREE Bonus Video!):
One of the most often requested topics is that of SSAS and Property - especially where residential property might be an issue. Another big area where we get involved with planning is that of incorporation and the creation of large Director's Loan accounts. (Which can be drawn down tax free).
These next video come from recent SSAS and Property Tax Planning Seminars. I hope you find it of use!
Buyers from around the world are keen to get involved in UK property, but often fail to realise that 'offshore' landlords have to pay UK tax on rental profits. Indeed, 20% tax is automatically withheld by Agents and/or Tenants - unless the offshore landlord has registered for tax in the UK.
Using offshore companies to grant loans is used a lot to reduce UK profits, but again that is caught - 20% tax is withheld from interest payments to man offshore company loans.
BUT - there is a solution! One that makes the investment a UK buyer (using HMRC approved and accepted pensions or UK approved unit trusts). Not only that, the UK buyer is TAX EXEMPT!
Here is my video that explains this in more detail:
Elite Wealth Services (Taxation) Ltd is a specialist Tax and Business planning consultancy - established to provide Successful Entrepreneurs and Wealthy Property Investors with access to a wide range of planning tools that may not be available through your other Advisors - such as Accountants and Financial Advisors.
In an ideal situation we can show you how to reduce Corporation Taxes on Profits, Shelter your investments from income tax, inheritance tax and capital gains tax and more.
We are not an IFA or an Accounting Firm and will never give you Investment or Accounting Advice.
Working alongside a team of Tax Advisors from Cornerstone Tax we can also deal with SDLT refunds and Share Restructuring - all to improve your security and reduce your exposure to tax.
Our clients tend to be referred to us by Professional Advisors such as IFA's, Solicitors and Accountants and work alongside these other Advisors in putting together our tax planning strategies and Reports.
Wealthy Entrepreneurs are often held back by the Lifetime limit on Pension Planning - and we do have a solution to that problem - so if you have significant pensions (£500,000+) then do get in touch.
You work hard to make your business successful, and we work just as hard to ensure that you are given the best advice and support - using our skills and knowledge in how to use structures like:
QNUPS (Qualifying Non-UK Pension Schemes).
Self-Invested Pension Annuities.
Self-Invested Temporary Annuities.
SSAS's (Self Administered Pensions).
Specialist Offshore Bonds.
R&D Tax Claims and EIS Approvals.
We have access to expert providers across the Globe and can help offshore property investors reduce UK taxes on their UK Property portfolios too.
Why not speak to us now?
We do a lot of work with Business owners who have steady and secure companies generating annual profits for them. What they sometimes miss is that there is a little known tax agreement with HMRC whereby a Director can SELL their shares in their company and carry on working - but the sale proceeds can be paid out to them TAX FREE!
If they do not qualify for this amazing tax break - they can use a slightly different one, but will have to pay 10% Tax on the 1st Million they get paid.
I've made a short training video on these 2 arrangements - so have a look and don't hesitate to get in contact to learn more:
With COVID-19 all business owners need to rethink how they share their details with potential customers. Having a bespoke Smart Business Card is the way forward.
We can design and programme your card - and populate it with professional quality video too.
Rather than paying for an 'expert' to answer the phone, you can create a fully 'expert' chatbot that can ask all the 'right' questions and collect the answers in real time 24/7. For a fraction of the cost of employing the 'expert'.
These chatbots can be embedded into a website, or can be the website itself: