PERSONAL & FAMILY SERVICES

Growing and Investing your Wealth

Identifying your risk and investment profile Investment strategy Portfolio construction and management Sophisticated investor opportunities Tax-efficient investing

Protecting your Wealth

Protecting your Income Income tax advice Wealth succession planning Inheritance tax advice Protecting your assets Tax planning for non-doms

Financial Planning

Financial Review Financial Planning for your Family Protection SIPPs Personal Financial Management

Your Home and Properties

Fee-free Mortgage Advice Mortgage manager Mortgages Re-mortgaging Buy-to-let Secondary homes and foreign properties Mortgage rates

CORPORATE SERVICES

Managing and Growing Your Business

Company formation KPI identification KPI reporting Management accounts Meeting regulatory requirements Company secretariat Credit control

Safeguarding Your Business and its Assets

Key Man Protection Employee Benefits Taxation Advice Shareholder Protection Due Diligence Litigation Support

Accountancy and Tax

Audit and Accountancy Accounting Software Reporting and Processing Corporate Taxation VAT

Corporate Finance

Commercial Mortgages Mergers and Acquisitions Exit Strategies Managing the Listing Process

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Personal & Family Services | Growing And Investing Your Wealth

Sophisticated investor transactions and opportunities

For our high net worth clients, we can advise and implement more sophisticated investment structures including offshore investments. Some of these schemes and products are not widely available but accessible through PK Group due to the wealth of our clients and the experience of our Advisors.

For a full review and advice, please contact your PK Advisor.

If you have not worked with us before, please contact us and one of our specialists will be able to assist you immediately.

The services of PK Group are conducted by PK Partners LLP, PK Financial Planning LLP and PK Corporate Finance LLP.
PK Partners LLP is a limited liability partnership registered in England and Wales No. OC304787
Registered by the Institute of Chartered Accountants in England and Wales to carry out company audit work.
PK Financial Planning LLP is a limited liability partnership registered in England and Wales No. OC303592
PK Financial Planning is authorised and regulated by the Financial Services Authority