BEST LOCAL RATED

TAX & ESTATE PLANNING

BELFAST

san-dieg-tax-planning

Expert recommended Best Local Rated Tax & Estate Planning in Belfast. All of our Tax & Estate Planning face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.

Thomas Wardlow & Co Accountants 640 Antrim Road, Belfast BT15 5GP

640 Antrim Rd, Belfast BT15 5GP, United Kingdom
What We Offer:
Established in 2002 Wardlow & Co is a chartered certified accountancy firm. We are dedicated to delivering a first-class service, supporting our clients with general and specialist accountancy skills. Our main objective is to help you save money by offering a straightforward, pain free tax experience. At Wardlow & Co we work in a close relationship with each client to address their specific requirements. Our experienced staff work hard to understand your business, providing a high-quality service and proactively suggesting solutions to help make your business more successful. Whether it is an individual or company tax business issue, we can help. Whether it’s during business hours, evenings or weekends, our no obligation, free consultations help us to understand your requirements and suggest the most appropriate accountancy solution.
SPECIALITY:

Protection and Deputyship, Care of the Elderly and Infirm, Probate and Estate Administration, Trusts and Trust Management, Wills, Charities, Grant of Letters of Administration and Intestacy, Deeds of Variation, Wills and Probate Disputes & Preparation of IHT Accounts

Established Since : 

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REVIEWS

I dealt with Thomas and Anne Clarke from the business and both treated me professionally and with integrity. Everything Anne committed to doing she followed through on and constantly updated me on her progress. Thank you both for your invaluable assistance.
Very good service! Thomas and his team is amazing! And what’s super important for me he’s using a simple, easy-to-understand language. Thomas and his knowledge makes everything super easy! Thank you.
I cannot say enough good things about this company. They are very easy to work with, they go that extra mile to ensure everything runs smoothly and are an asset for any company to work along with and be associated with. Highly recommended.

North Financial Management | Chartered Financial Planners

84 North Rd, Belfast BT4 3DJ, United Kingdom
What We Offer:
We are a firm of independent financial planning professionals, offering high quality finance and pension advice. Our business is built around the needs of our clients and our core values of trust, transparency and providing honest advice. We focus on helping you protect and grow your finances by providing you with a free pension review service, we can develop and provide security for your pension fund and help you with making the right decisions. We continue to support our clients with our comprehensive strategic financial plans and regular financial check-ups. You can rest assured that whatever life throws at you, we will be there. We understand the stress involved in buying a house so whether you are a first time buyer or an experience property owner, our brokers will listen to your requirements, ensure you understand the process and create a bespoke personal service that is perfect for you.
SPECIALITY:

Islamic Wills, Trusts, Inheritance Tax, Probate, Deputyship Solicitors, Powers of Attorney & Charity Registrations

Established Since : 

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REVIEWS

Such a fabulous professional company! We went to Richard to discuss guidance on our future retirement pathway. Richard gave us clear concise information regarding our pensions & rental portfolio. All the staff were very friendly & Richard created a relaxed comfortable atmosphere with no questions being left unanswered. The meeting actually lifted a great weight off our shoulders as we had put off seeking advice for quite a long time, Richard with his wealth of information made everything clear & easy. I would have no hesitation in recommending this company & just wish we had of done it sooner! Big thanks to Richard & team.
Great conversation about your needs,wants & aspirations. Clearly shows North financial think about “You” I felt they want to get it right 1st time. Felt very relaxed.

I choose North Financial as a result of the very good reviews and the firm being local. I was not disappointed. From the very first contact by phone I was impressed with the very professional approach of Dave Crum and the subsequent face to face meeting was equally reassuring. A subsequent meeting with Richard Schwartz was also very professional and conducted in a very friendly atmosphere. Everything was very well explained and I felt confident that they would look after my interests.

TaxAssist Accountants

103 Cregagh Rd, Belfast BT6 8PY, United Kingdom
What We Offer:
TaxAssist Accountants are focused on providing a personal and professional service and we work with a whole host of different types of clients. We typically help start-ups, sole traders, partnerships, limited companies, landlords, contractors, freelancers and individual taxpayers. We are experts in several accounting packages, such as QuickBooks and Dext so we can ensure you are ready and compliant for Making Tax Digital. We often find our clients are interested in making their accounting function much smoother and want an accountant to help them along the journey which we enjoy doing. Our growing team of accountants and tax experts are always available to help. Alongside our core accounting, bookkeeping and tax planning services we also have a useful network of additional service partners who help businesses with business finance, employment law, financial planning and debt recovery should you need it.
SPECIALITY:

BLACKFRIARS LAW – Commercial Property, Family Law, General Legal Services, Lasting Powers of Attorney Probate, Residential Property & Wills

Established Since : 

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REVIEWS

I highly recommend Andrew and his team. They’re friendly, really helpful and answer all my questions, no matter how basic they are. Andrew is that rare creature – an accountant with a sense of humour 🙂 Thanks, guys!
taxassist have been doing our accounts for years now, and everything is done perfect and always on time.
We have been using Tax Assist Accountants Belfast since 2009, and highly recommend Andrew and his team, both in Belfast office and Lisburn. Very friendly, helpful staff. Available to answer any queries / questions we have had. Now Due to Retirement this will be our last return of Accounts to the team, so may we take this opportunity to say a Big Thank You to ALL at Tax Assist Accounts, Cregagh Road & Lisburn.

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