dua@dua.co.uk 020 8421 3555

Building wealth

Having financial goals and a clear vision of what your requirements will be during key moments in life enable us to sit with you and build wealth. Our clients in consultation with us analyse where they are now and where they need to get to. Their income and budgets are reviewed to identify the "free cash" they can use to accumulate wealth.

Before investing all elements needed to make a decision are considered - risk/return/lock-in/availability. Then we help clients to ensure they are able to monitor the success and security of those investments. Over the years building wealth under their control and for the enjoyment of them and their loved ones.

Preserving wealth

Whatever your financial goals, keeping your money where it matters is of utmost importance. Whether you wish to invest your profits back into your business, are managing your investments, planning for a pension or want to ensure that your earnings remain in your family, wealth preservation is about positioning your money where it has the greatest possible potential to increase in value – while also taking advantage of a healthy tax planning strategy, to minimize the erosion of your assets and earnings. Inheritance tax, not making efficient use of ISA’s, pensions plans or savings breaks can all create tax waste – and Dua & Co. can help you put a solid plan in place to minimise that waste.

By assessing and evaluating your financial situation and helping you to make the most of tax breaks, personal and marital allowances, tax-free savings plans, strategic gifting and trusts, Dua & Co. can help you to make your financial goals a reality. Our many years of experience in Accountancy and Business Advisory mean we are perfectly placed for helping you to expertly navigate the complex waters of wealth preservation – and we provide a bespoke service, which is tailored to the personal needs and goals of our clients.

Succession Planning

You’ve put years of time, effort and dedication into your business or enterprise, and the decision to step down can be a difficult one. But, whether you’re retiring out of necessity or handing over your business for a healthy profit, having a considered, viable succession plan can take the stress and pain out of what can be a complicated transition. It’s not just about selling your business to the highest bidder, it’s about setting up a trustworthy, experienced leader to take care of your business – so that your payouts continue for as long as possible. Careful planning is necessary to ensure that the right owner is found, clients can be painlessly transitioned and operating processes can be codified, while ensuring the necessary agreements are in place – it’s the best financial option for you, and it’s the best for ensuring your legacy doesn’t fold the second you walk out of that door.

Dua & Co. can help you perform due diligence on any potential buyers, draw up firm, watertight documentation which protects you in every eventuality, assist with drawing up a retirement plan for your future, protect your assets and ensure that you and your family has sufficient funds for any eventuality. By providing a bespoke, transparent service which is tailored to meet your needs at every step of the way, Dua & Co. can take the headache and bureaucracy of succession planning off your hands, leaving you free to focus on your future.

Get in touch to find out more about how we can help

Follow us on: 

CONTACT US

Dua & Co (Watford)

3 Century Court, Tolpits Lane Watford, WD18 9RS

+44 (0)20 8421 3555

Dua & Co (London)

25 North Row London, W1K 6DJ

+44 (0)20 7979 2041

Dua & Co (City)

9 Devonshire Square London EC2M 4YF

+44 (0)20 3356 9706

get in touch

Submit

All material on this site is used by permission. We may use cookies on this site. See our cookie policy here

Registered to carry on audit work in the UK and Ireland; regulated for a range of investment business activities; and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales by the Institute of Chartered Accountants in England and Wales.

Read the Dua & Co Blog here

Provision of services regulations disclosure here

© Dua & Co 2016

Dua & Co. Limited trading as Dua & Co Chartered Accountants.

Dua & Co Limited is registered in England & Wales.

DIVERSITY AND INCLUSIVENESS

As a business, we have been clear in our commitment to Diversity and Inclusiveness. An important part of this is understanding the 'mix' of our people and measuring progress towards the goals that we have set ourselves. We can share our approach to employee monitoring, together with some statistics showing the make-up of our business. To obtain these please email us at dua@dua.co.uk