As well as advising many business owners on their corporate objectives,  AV Trinity  often act as the advisers for their personal affairs as well . Because we are larger than many IFA firms, we are able to deal with a client’s business and personal affairs, which often overlap,  in  a seamless and efficient manner..

We take time to fully understand the short as well as the long term aspirations of business owners to ensure that our advice is proactive, but mindful of possible future changes in tax legislation.  Working in tandem with your existing accountant and legal firm, we will advise on all aspects of your business cycle from start-up, through to growth by expansion or acquisition and finally towards creating an appropriate exit strategy.

Much of our work with business owners is centred around analysing the efficiency of existing arrangements, we will consider -

• Are your expectations likely be met?
• Is your investment strategy correct?
• Is your business protected adequately?
• Is your exit strategy correctly positioned in regard to future IHT and Capital Gains Tax liabilities?

Our role is to advise our clients in a manner that is independent, professional and is delivered in a way that you can understand.

To contact the Corporate team - click here