About Us

This section will cover different aspects of how we work with our clients to resolve their inheritance tax problems.

Financial planner

Charles de Lastic

Financial planner and tax adviser

I use this purpose statement to help ensure I make the right decisions and take the right actions.

My Background
My Occupation
My Qualities
My Role

My Purpose – I inspire, help and coach people to live happier more productive lives.

Adam Meldrum

Capital Allowances & Business Rates Specialist

My Background
My Occupation
My Qualities
My Role
Business Rates Specialist

Adam

Capital Allowances & Business Rates Specialist

My Background
My Occupation
My Qualities
My Role
Legal Tax adviser

Ava Vinokourova

Legal and Tax adviser

My Background
My Occupation
My Qualities
My Role
Finance Director

Ankita Umrani

Chartered Accountant

Ankita is a qualified Chartered Accountant with experience in small company accounts and audit. She has an advance qualification in QuickBooks software.

She has over 6 years of experience and has handled multiple clients accounts for companies based in the UK, US, Canada and Singapore.

She assists us in maintaining our clients books using QuickBooks software and preparing their year end accounts.

Ankita Umrani

Chartered Accountant

Ankita is a qualified Chartered Accountant with experience in small company accounts and audit. She has an advance qualification in QuickBooks software.

She has over 6 years of experience and has handled multiple clients accounts for companies based in the UK, US, Canada and Singapore.

She assists us in maintaining our clients books using QuickBooks software and preparing their year end accounts.

Finance Director
Chartered Accountant

Adeel Shaikh

Chartered Accountant

Adeel Shaik is a fully qualified accountant with the ACCA with many years of experience as an accountant in the UK. Together with Ava he manages and controls the accountancy side of our business. Once our bookkeepers and accountants have completed the work required to produce the end of year accounts Adeel double checks all the figures to ensure the accounts produced are all correct. He also holds clients meetings to discuss any queries that arise from our clients on their bookkeeping and accounts.

Rumyana Valchanova

Legal Secretary

Rumyana is a well-organised Legal Secretary with a bubbly personality and proactive attitude. She is a highly motivated individual who used to work for the Private Client Department of a UK law firm which is part of Quality Solicitors. Rumyana has a broad legal background with knowledge of the European and UK legal systems.

She is studying towards being a fully qualified lawyer and is soon due to pass her final exams in the UK. Her plans are related to helping people escape paying extra taxes with their hard-earned money.

Rumyana is a Legal secretary in our team and is a tremendous help with our clients' workload.

Business Development Manager
Legal Secretary

Rumyana Valchanova

Legal Secretary

Rumyana is a well-organised Legal Secretary with a bubbly personality and proactive attitude. She is a highly motivated individual who used to work for the Private Client Department of a UK law firm which is part of Quality Solicitors. Rumyana has a broad legal background with knowledge of the European and UK legal systems.

She is studying towards being a fully qualified lawyer and is soon due to pass her final exams in the UK. Her plans are related to helping people escape paying extra taxes with their hard-earned money.

Rumyana is a Legal secretary in our team and is a tremendous help with our clients' workload.

Administration Assistant

Ashwini Reddappa

Administration Assistant

Ashwini joined us in January 2022 to work as a full time administrator.

She is a detail oriented financial services person who has worked in this field for many years.

She has proven experience working in Client support,  and administration within the financial service industry.

She assists the advisory team with many important elements of the client administration process to ensure clients planning is carried out as effectively as possible to help clients achieve their goals & objectives.

Legal Secretary

Victoria Staneva

Business Development Manager

Victoria has previously worked in television production, high end restaurant management, digital marketing and as a book reviewer and so brings a strong eye for detail and marketing management to the company.

Victoria recently joined us in 2022 to help ensure the project management and development of the company marketing. Her role is developing the company marketing campaigns and ensuring the smooth workflow of marketing and administration tasks between the team.

Victoria Staneva

Business Development Manager

Victoria has previously worked in television production, high end restaurant management, digital marketing and as a book reviewer and so brings a strong eye for detail and marketing management to the company.

Victoria recently joined us in 2022 to help ensure the project management and development of the company marketing. Her role is developing the company marketing campaigns and ensuring the smooth workflow of marketing and administration tasks between the team.

Legal Secretary

We help high net worth UK business owners save tax

Contact us if any of the following apply:

 Comprehensive proactive tax advice is not a normal service for most accountancy practices.

Due to the high net worth of most of our clients an annual review of all their finances with a view to reduce their overall tax liability is very cost effective. 

Grow your profit

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Live a life you love

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Become a millionaire

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Don’t worry be happy

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. and scrambled it to make a type specimen book

Lorem Ipsum is simply dummy text of the printing and typesetting industry.