Intelligent Capital offers a broad range of financial advice around a core Investment Service which monitors client investments. We communicate regularly with clients by varied means providing valuation reports and ongoing investment advice. After all, financial advice is an ongoing responsibility, not a single transaction.

While this approach reassures clients that their interests are being carefully looked after there is also the issue of tax planning to consider. A large part of our work is therefore advising how to reduce or defer the tax payable on investment gains. Most of our work is on a fee basis which is agreed in advance of any work being undertaken although initial discussions are normally without cost.