Churchill Tax Advisers

Location:London / Midlands / North East / North West / Scotland / South East / South West / Wales / Yorkshire

Target Markets: Finance & Insurance

Business Model: Commission-based

Commission: To be discussed. You will have a written contract.

Deal Size: £1000 - £10000 / £10000 - £100000

Sales Type: Field sales (physical meetings)

Test the market along side your other financial services sales work and If you feel comfortable then you can become a full time Business Development Manager.

Welcome to Churchill Tax Advisers. We are a professional and reliable firm of tax specialists, tax advisers and tax investigation specialists. We are one of the UK’s leading tax specialists and tax advice firms providing a high standard of service to all our clients tailoring our services to meet the needs and requirements of individual businesses. We are regulated by the Chartered Institute of Taxation (CIOT) and Association of Chartered Certified Accountants (ACCA) and are authorised to provide specialist taxation advice.

Products

Full 360 degree tax planning includes: income tax savings, capital gains tax, inheritance tax, asset protection, protection of minors…
Structuring taxes for landlords, property investors and property developers. Incorporation of properties to Ltd companies.
We have facility to provide capital allowances and R&D claims. We also do tax investigations and forensic accounting.
Accountancy services will be very popular around London as we are a specialist service provider.
www.churchill-tax-advisers.co.uk and www.churchill-tax-investigation.co.uk
*If you provide will writing service, estate planning or equity release lead generation then you can cross-sell our products.

Target market

High net worth clients with wealth over 3 million pounds are generally interested in tax planning.
Wealthy families, especially wealthy immigrant families who don’t know much about tax planning.
Portfolio landlords, property investors and property developers.
Businesses of certain size (will discuss this)
National and international clients, clients with overseas interests, dual taxation and world wide disclosure clients.

Premium opportunities

We recommend that you also check our premium opportunities within Finance & Insurance.

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Ideal Profile

This position is suitable for those who are already generating leads for:
Mortgages for portfolio landlords, mortgages for commercial finance, finance for property investors and property developers, will writers and power of attorney, equity release (life time mortgages), commercial insurance for businesses, funeral insurance and probate.

This will be additional income generated from your existing activities – adding value and increasing your income.

If you are a professional such as mortgage broker, IFA, accountant you can add this to your business as your clients need our services.