Meeting your needs with client-focused services Our commitment to putting our clients first comes through in the services we provide.

All our services are client driven, which means first we listen to what you want and then we develop services that provide it. Use the links to explore our full range of services - from business advisory to personal taxation - to see the many ways in which we can be of benefit to you.

Ewart and Shaw Accountants look forward to working with you confident in the knowledge that you will soon become another satisfied client.

Retirement strategies

Everyone hopes to maintain at least the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning. Here are some important questions you need to ask yourself:

Exit strategies

If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?

Pension provision

Have you made adequate pension provision, and do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors, many of which still enable tax efficient use of funds within the business?Are you making full use of all your allowances?

Savings and investments

Do you have the right balance between savings and investments, and between high and low risk exposures?

Life assurance and long-term care

Do you have adequate life assurance, and have you made provision for long-term care and medical insurance for you and your spouse in your later years.

We can help you answer all these questions and recommend solutions tailored to your particular needs.