Professional Advice Bureau is a company providing bespoke tax and trust planning services for IFP members. Professional Advice Bureau (PAB) has been providing bespoke tax and trust planning services for many years and we work almost exclusively with a network of introducers to provide information to clients who may benefit from our services.
PAB has a team consisting of account managers, lawyers, tax planners and processing staff.
We are thrilled to become a sponsor of the Institute of Financial Planning. We believe that there is a very natural fit between the needs of Financial Planners, Paraplanners and their clients and the range of tax and trust planning services that we offer as a business.
So how can PAB help you and your clients? Here are just some of the service that we can offer:
* Mitigation of IHT, Corporation Tax, Income Tax and Stamp Duty Land Tax
* Bespoke trust planning – bring us your client's problem and we will help you to solve it
* Reclaiming Capital Allowances for landlords
*Seminars, presentations, training provided as you require, either for you the planner and/or your clients
*Above average account management. What type of client would these services be most beneficial for? There are many types of client who can benefit but they include:
*Business owners looking for tax efficiency in moving profits out of the company
*Commercial and residential property purchasers
*Owners of multi occupancy properties
*Property portfolio owners concerned about CGT and IHT (any structure)
*HNW clients concerned about tax planning
Carole Jackson, PAB account manager, is the point of contact for all IFP members. Her 20 year career as a Financial Planner specialising in tax and trust planning, puts her in a strong position to understand planners' and clients' needs.
Carole works with planners and a team of experienced tax professionals who are able to produce bespoke planning to suit your client's requirements. As a former member of the IFP herself, she is very keen to work with current members and support their work in this key area in any way that she can.