Corporate Financial Services

Organisations should count the Directors, shareholders and employees as their most important assets; therefore, it is important to protect them with the provision of benefits that can deliver tax efficiencies for your business as a whole. Milton Avis can provide advice about the availability, attributes and any potential suitability of broad types of investments including:-

• Occupational pension schemes
  
  
• Group life assurance
  
  
• Income protection schemes
  
  
• Key person cover

"It's important to me to have a dependable source of advice that's always impartial and objective"

Personal Financial Services


There is a bewildering range of personal financial products currently available, and choosing the ones that are right for you requires professional, unbiased and objective guidance.

Milton Avis offers independent guidance on planning your personal financial affairs and advice about the availability, attributes and any potential suitability of broad types of investments including:

• Pensions and life assurance
  
  
• Personal Equity Plans (PEPs)
  
  
• Individual Savings Accounts (ISAs)
  
  
• TESSAs
  
  
• Gilts and equities
  
  
• National Savings products
  
  
• Private Health Insurance
  
  
• Mortgages
  

We can also help you make provision for the future of your dependants with advice on making a will and minimising the burden of Inheritance Tax through the use of trusts and gifts.

"It's important to me to have a dependable source of advice that's always impartial and objective"