At Invest Dorset, we facilitate a wide range of financial solutions by introducing you to the experts.
- We act as facilitators to individuals, professional advisers and businesses that need financial, tax or investment advice.
- We have excellent relationships with some of the leading experts in their respective fields.
- Some firms we work with have invested and sheltered hundreds of millions of pounds of tax.
- The experts we work with can show you how to mitigate some or all of your tax – past, present and future.
- Income Tax
- Capital Gains Tax
- Inheritance Tax
- Corporation Tax
- Find out how you can sometimes redirect your tax money into your own investments, using tried and tested strategies.
- Learn about a wide range of investment opportunities, for these difficult, low interest rate times.
- Investments can range from high risk to low risk.
- Put a full financial plan in place for you and your family.
- We work closely with you and the specialist advisers we introduce you to. Where appropriate we project manage the administration, completion and servicing of any advice you receive.
- Where appropriate, we can put you in touch with more than one adviser to cater for your different needs.
- We organise local seminars with experts from around the country. CLICK HERE IF OF INTEREST.
- We provide an important and regular communication channel between all relevant parties.
- We ensure you receive the same high level of service on an ongoing basis.
- Individuals who use our services will not normally have any extra costs. Indeed due to the relationships we have built up, the costs can sometimes be lower than going directly.
If you decide to use our services, you can be confident that you will receive a professional, personal service, both now and in the future.
Invest Dorset LLP is not regulated and do not advise on tax or investments. We simply introduce individuals and professionals to a range of leading experts.