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Welcome to the Sicav Investment Services Limited website.
"What is best for the commission-based adviser is not always best for the client"
It is the above conflict of interest which is at the heart of our fee-based approach to the financial planning services we provide for our clients.
Whilst the Financial Services Act has established that Independent Financial Advisers must consider and make recommendations from the whole spectrum of available products/investments, we believe that impartiality is only truly intrinsic within a fee-based relationship.
Commissions are paid directly from investors' money at rates which bear no relation to the work involved in arranging a given contract. As a result, we attest that the only fair basis to work upon with clients is where levels and bases of remuneration are clearly established at outset and reflect the nature of the tasks to be undertaken/services provided.
We pride ourselves on our ability to offer you a personal service. Notwithstanding, we have an extensive range of contacts though which to employ specialists in particular fields if necessary.
We foster a long term business relationship with our clients and practice growth has been achieved primarily through referral.
The majority of our clients are UK tax-resident high net-worth individuals and our core activity is advising them upon the investment of available capital and how to make their investments more tax efficient from the point of view of UK Income Tax, Capital Gains Tax and Inheritance Tax. In the course of such work, we will give general advice in relation to Wills, trusts and taxation matters and assist clients with the administration of Trusts, Estates and Small Self-Administered Pension Schemes (“SSAS”) which, amongst other things, involves the preparation of Personal, Trust and SSAS tax returns.
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