Tri Polus’ financial services are all provided by qualified experts in various fields. Clients have the ease of approaching a single source to cover a broad range of services from initial company formation to setting up a pension scheme. The following summary of the services is by no means exhaustive:
Business Start-up, Investment, Planning and Consultancy - Whether a Start-up Business or an established business looking for Business Planning assistance, Tri Polus offers comprehensive company formation, business plan review and generation, financial modelling, valuation and funding identification and advice services.
Financial Director Services - Based upon a retainer fee arrangement, we can provide a Financial Director on a part-time basis provide the following types of services:
 Company set-up (legal, financial, tax planning, systems and controls, reporting etc)
Regulations compliance
Recruitment, HR issues
Office set-up (finding space, furnishing, utilities)
Sourcing and briefing advisers (lawyers, HR accountants, IT support, office supplies, insurance etc)
Tax and Accounting - providing a wide range of tax planning and advice to individuals and corporations. Services provided are:
Preparation of individual self-assessment tax returns
Personal tax planning, advising on the potential for mitigating income tax, capital gains tax, inheritance tax and value added tax
Specialist tax advice for non-domiciled clients who are UK tax residents, advising on the tax planning opportunities including the use of overseas trusts and companies for assets structuring
Providing a full range of corporate tax compliance and planning services for UK incorporated companies
Dealing with Inland Revenue investigations for clients, arising both from self-assessment enquiries and more detailed tax investigations by specialist Inland Revenue departments
Advising clients who are not resident in the UK but who have property or other business interests in the United Kingdom
International Tax Planning for Inward investment into the UK, Proprietor Start-Ups, Foreign Domiciled Individuals
Auditing Services – we provide a full range of statutory audit services through our associated partnership of Chartered Certified Accountants and Registered Auditors, Slaven Jeffcote LLP. Services provided include:
Bookkeeping services and assistance with the preparation of VAT returns
Accountancy services, including setting up the accounting systems for new clients, the preparation of management accounts, together with budgets and financial forecasts
Assistance in arranging banking and other facilities in raising capital for UK companies.
Through the Isle of Man office, services as above for offshore client companies and trusts.
Independent Financial Services - provided by our partners JFS, who are regulated by the financial services authority. Services include:
Pensions
Retirement Planning
Investments
Portfolio construction
Inheritance Tax Planning
Protection
Mortgages
For more information on Tri Polus' Financial Services Solutions, contact us. |
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