We have been working with the Big 4 accounting firms consistently for the last 25 years, and we currently provide financial advice and investment management services to over 300 current and former Partners at KPMG, across the UK. This gives us an intimate knowledge of the firm’s internal arrangements and an excellent working relationship with their Partner Independence team and Partnership Tax team.
Our knowledge and track record of KPMG independence matters meant that we have developed a KPMG White List of pre-approved and centrally monitored investments, available to all KPMG UK partners. This should eliminate the need for KICS updates within a Saunderson House portfolio with only one ‘Saunderson House’ entry required and furthermore, ensure that your investments will always be fully compliant with independence requirements, allowing you to invest safely without fear of breaching any rules.
Did you know?
Saunderson House is the only adviser to have been consistently on the KPMG panel of recommended advisers since its introduction in 1998.
Furthermore, we are the only adviser with a formal relationship and agreed White List arrangement for investments and compliance purposes across the Big 4.
Why choose Saunderson House?
Through our experience of working with many of your peers, we understand the challenges that accompany your profession – such as intricate compliance obligations and a lack of time to manage your own financial arrangements. We help minimise these concerns; working with you to achieve your financial goals based on your objectives and investment risk appetite.
We provide a completely independent, award-winning financial planning and investment management service for accountants and consultants, and we take pride in helping our clients achieve their financial goals. Our independence means that we take a ‘whole of market’ approach which in turn provides reassurance that any advice that we give has our clients’ needs and objectives at the heart of what we do.
Our dedicated teams work with partners of each of the Big 4 accounting firms, providing a specialist service for our clients. This has allowed us to develop a service which aims to successfully fulfil the needs of our clients within this industry, and ensure that their compliance requirements are handled seamlessly.
We guide our clients through the various stages of the investment life cycle. While many join us as new partners and remain clients throughout their retirement, others appoint us to help as the big decisions around retirement and drawing an income from their portfolios are imminent. Our experience in transitioning people from the Partnership into the next phase of their lives is highly valued by all of our clients, while the use of cashflow forecast modelling and inheritance tax planning ensures that our clients receive a truly holistic service.
Our specialist service offering
We offer our service, including the ‘White List’, on both an advisory and a discretionary basis and our strong relationships with the Partner Independence Team and Partnership Tax team puts us in a unique position to also assist you with the following aspects:
- Your compliance requirements, including a pre-approved list of authorised investments;
- Benchmark pay levels;
- Regularity of profit distributions;
- Managing the process of becoming a partner;
- Accelerating additional rate tax relief on pension contributions through the Partnership Tax team;
- Internal life cover and death-in-service considerations.
This combination means that we can offer holistic financial planning based on your specific financial requirements.
Please get in touch with our specialist team today to discuss how our award-winning advice for accountants can help you to achieve your financial goals.