FW Stephens | see value in vision

Whole Life Vision™

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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 and Compliance 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

 

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FW Stephens is registered to carry on audit work and regulated for a range of investment business activities by The Institute of Chartered Accountants in England & Wales.
FW Stephens Taxation Limited is regulated by The Institute of Chartered Accountants in England and Wales for a range of investment business activities. Company number 2181996.
FW Stephens Financial Limited is authorised and regulated by the Financial Services Authority. Company number 01527799.
Stephens Fund Management is authorised and regulated by the Financial Services Authority. Company number 01202398.
FW Stephens International Limited is authorised and regulated by the Financial Services Authority. Company number 02175345.
The registered office of all the above companies is Third Floor, 24 Chiswell Street, London EC1Y 4YX.