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Nov 2014

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Welcome to our newsletter.  From growing and protecting your personal wealth, to reviewing your corporate tax planning strategy we have the team to help you - just give us a call on T: 0151 647 6681.

This Issue

Nov 2014

Social Investment Tax relief

The social investment tax relief (SITR) offers investors upfront tax breaks and capital gains tax exemptions, similar to those given for buying shares in Enterprise Investment Schemes. Potentially you could reclaim one or more of the following, subject to various conditions...

An audience with Justin Urquhart Stewart & Mark Palios

McEwan Wallace & Atlas Business Club are hosting a lunch on 21st November at Thornton Hall Hotel.  Book your ticket or table of 10 to this fantastic lunch now.  Click 'read more' for further details...

Auto enrolment -   all sorted?

Meet Pam - our auto enrolment specialist.  She can answer any questions your have.  Click 'read more' to arrange a consultation...
Please call 0151 647 6681, email or visit for more information
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