Cardale has a team of professionals working to assist our clients with their financial planning, tax and accountancy needs.
We offer independent advice on a broad range of financial products. The service is provided by qualified and experienced financial advisers, dedicated to providing financial solutions to Cardale clients and selecting the best products available from the whole market.
Services include:
We also provide advice and services to businesses from protecting key employees, partners and shareholders to arranging company pensions and employee benefits.
Initial discussion is without obligation and free of charge. Fees for advice are agreed in advance of any work being performed.
We have a team of tax professionals with extensive experience in preparing tax returns for individuals, unincorporated businesses, smaller companies and trusts.
Given our detailed knowledge of our clients' personal circumstances and investments tax returns can be completed and submitted in a highly efficient and cost effective manner.
If you have paid income tax which you believe may be repayable we can review your tax position and claim repayment of any tax overpaid from HMRC on your behalf.
Cardale's tax team, working with our financial planners, can consider mitigation of income taxes, capital gains tax and inheritance tax as well as advising on trusts for both CGT and IHT efficiency.
Our accountancy services are geared to support sole traders, unincorporated businesses and smaller limited companies in the particular areas of accounting systems and accounts production. The service is designed to tie directly into our wider taxation, investment management and financialplanning offerings.
For further information about any of the above services please contact Andrew Smith, Richard Whiteley or your usual Cardale contact