FW Stephens | see value in vision

Whole Life Vision™

strategies

about us

our people

seminars

publications

newsletter archives

news headlines

business news

press

FW Stephens news

perspectives

Your vision is at the centre of our world. Here we have set out an overview of key services that can be applied singly, or in combination, to achieve your Whole Life Vision™.

To help you navigate this broad range of services, we have created Perspectives Sheets with ViewPoint sections that set out the value of each of these services and how they will be of direct benefit to you. Please click on the links below to find out more about these and how they can be applied most effectively to realise your own vision.

Corporate and Commercial Business Unit

Charity Compliance and Advice
 Regulated Sector Compliance
 Annual Accounts Preparation
 Financial Services Compliance
 Audit and Assurance
 Payroll
 Company Secretarial
 Corporation Tax Planning
 Management Accounting
 Value Added Tax
 Valuations
 Succession and Exit Planning
 Banking Reviews

Private Client Business Unit

 HM Revenue & Customs (HMRC) Enquiries and Investigations
 Personal Tax Compliance
 Tax Planning – Home and Abroad
 Employees Transferring to the UK
 Executive Incentivisation
 Executorships
 Trust, Management, Administration, Accounts and Tax Returns

Financial Services Business Unit

 Compensation and Benefits Planning
 Personal Financial Planning

 

If you do not have Adobe® Reader® installed on your computer, then please click here to download the latest version.

Although we are not authorised by the Financial Services Authority (FSA) to conduct investment business, we are licensed by The Institute of Chartered Accountants in England & Wales to provide certain limited investment services where these are complementary to, or arise out of, the professional services we are providing to you.
We are not authorised by the Financial Services Authority. However, we are included on the register maintained by the Financial Services Authority so that we can carry on insurance mediation activity, which is broadly the advising on, selling and administration of insurance contracts. This part of our business, including arrangements for complaints or redress if something goes wrong, is regulated by The Institute of Chartered Accountants in England & Wales.