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Normally located in the lovely town of Stratford upon Avon, I was 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!
However for the Tax Year 2024/25 I will be living and working in Dubai - helping provide technical support for property and financial advisors looking after wealthy Dubai based clients.
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.
I am also an HMRC approved Pension Administrator and Practitioner for a number of SSAS pension schemes - which was why Segmented Solutions was formed to let me provide SSAS Establishment to the list of services on offer.
Global waste and energy is another sector that I am involved in - I'm part owner of a UK innovator that can turn rubbish into green hydrogen or clean heat/electricity. Again with a tax slant - as I have been able to help them with an R&D Tax Credit claim and will be assisting with global projects and funding.
Alongside this I am also involved in providing some of the world's most amazing Digital Marketing and Content creation. There are examples within this business card.
If you want a client facing Seminar - on Tax or Digital marketing... then I am happy on stage too.
In 2017 I was involved in Team Britannia's bid to get a World record back to the UK - which involved fund raising for the 80ft powerboat and running a charity auction in Gibraltar.
Inspired by all this engineering work and one legged ex-Marines, I set about building my own Custom Harley Davidson:
Then restoring a 1934 Riley 9 Lynx.....
Then finally - a complete interior and exterior upgrade on an iconic 2003 Maserati Spyder 4200 Cambiocorsa:
BUDGET 2024 Updates.
BUDGET 2024 Announced IHT on PENSIONS..... But there is a way around it!
If you want to know more - Simply click on the Elite Wealth Property tabs and watch the explainer videos... or jump straight to our web site at:
If you want to know what we do for the clients of Wealth Managers, Accountants and Lawyers - then this short video will explain:
Case Study - June 2024:
That was the "WHAT" we do - now you can watch the final 2 videos that explains "HOW" we do it... But be warned - these are a little more technical:
The steps taken moving funds into the tax free company:
CHATBOT INTRODUCTION:
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’.
CLICK HERE TO ACCESS FREE CHATBOT NOW!
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.
Many of our SSAS clients end up buying commercial property - and they have VAT questions around the purchase and if they need to be VAT registered.
This video covers off the main VAT points around the purchase, from when you can complete to when VAT need not be paid!
Hopefully it will be a useful 10 minutes for you: