As well as advising many business owners on their corporate objectives, AV Trinity often act as the advisers for the business person’s personal affairs. Because we are larger than many IFA firms, we are able to deal with both your 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 and this enables us to ensure that our advice is proactive, but mindful of possible future changes in tax legislation.

Working alongside your existing professional advisers, we  advise on all aspects of the 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 on the analysis of existing arrangements and we will consider whether–

  • Your expectations likely be met
  • The business strategy is appropriate
  • The business is protected adequately
  • Any 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 is easy to understand.