Jennie Aldwell one of our tax advisers came first place in the STEP Diploma in Trust and Estate Planning.
Jennie received her prize at the conferring ceremony on Tuesday evening which took place in the Law Society.
Well done Jennie!
Data Privacy Notice
Client information in Twomey Moran has always been treated in the way that it should be which is that it is highly confidential and does not get disclosed to any person without client consent (unless we are legally obliged to do so). In accordance with our GDPR obligations we have prepared our data privacy notice setting out how we protect and manage our client data. See below.
As a result of the growing number of taxes we pay, the level of complexity in our national tax legislation grows accordingly. In response to this, enter Twomey Moran – a boutique taxation firm that caters specifically for the needs of wealthy families and individuals.
We advise our clients on all aspects of tax compliance, while also formulating the most tax-efficient strategies around one-off transactions or longer-term issues such as succession and retirement.
This puts us at the very heart of our clients’ business and personal affairs and demands a relationship of enormous trust and mutual respect. It goes without saying that, because confidentiality is paramount in our business, we never disclose to anyone who our clients are.
We look to earn that trust by delivering an exceptional level of discreet, professional and highly personal service – allied to providing the most commercially robust taxation strategies and solutions.
We also enjoy similarly lasting relationships with our own people and look to foster an environment where performance excellence and personal commitment are valued highly.
This allows us to retain staff to a degree that is pretty much unheard of in our business, providing a continuum of client knowledge and understanding that is at the very core of our business.
The out-take of all of this is brilliantly simple. If you’re an individual or a family with significant taxation liabilities, we should be talking to each other. Because no other taxation specialist in our market offers the same mix of service excellence, technical knowledge and value for money.
We look forward to meeting you!
On 12 June 2018 Dave Moran spoke at the Joint ITI/LIA seminar on Managing Wealth 2018 and Beyond. A copy of his slides are attached.
The Generation Game – should we change how we tax inheritances?
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