Independent Financial Advisers Authorised and Regulated by the Financial Services Authority | Contact | About Aisa Direct | © Aisa Direct Ltd 1999–2009
AisaDirect Ltd, an Independent Financial Adviser authorised and regulated by the Financial Services Authority in the UK only.
1/2 Fordbrook Business Centre, PEWSEY, Wiltshire, SN9 5NU Registered in England: 3621676
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This website contains information which may or may not be applicableto your own situation and circumstances.
Any information or advice on this site does not constitute a personal recommendation. If you have any doubts as to whether a product or service is suitable for you, please seek independent advice.
Benefits of Advice
The tax system is fiendishly complicated: it is no wonder there is an army of tax experts trying to pick holes in it on behalf of their clients. There are said to be only two certainties in life - death and taxes.
Financial Advisers are very good at looking at the whole picture – balancing tax between partners – saving tax for individuals and business. However, we are not accountants and we do not wish to do an accountants job.
What we often find is that accountants are very good at recording details historically, for an individual or single business, whilst missing out on tax planning opportunities moving forward by looking beyond that individual or business.
Aisa is confident in the setting up of tax efficient investments, trusts (those set up by discretionary stockbrokers and solicitors are often very tax in efficient), companies and employee schemes and pensions. All can be very effectively used in tax planning.
For example, we find that an audited business will have a full set of accounts, but that the owner Directors of that business have not received any advice on how to create more money by saving tax utilising benefits available to them.
Investment Qualifications in tax (G10, G20, J01, J02, J03, AF1, AF2, AF5)
All advice to clients come from advisers with higher level qualifications (Level B, the highest level, as laid down by UK NARIC). We keep your costs down by not meeting face to face, although we can, for an extra charge. You select the level of advice you are seeking, and whilst we do not need to meet you, we may need to talk to you. Every piece of advice is overseen by an adviser who will be a minimum of 10 years qualified with higher Level B qualification in the respective area you are seeking advice. Either G10, G20, J03 or AF2. (For more details select Qualifications on the left hand menu. For information on Aisa qualification then select About us)