Horwath Bastow Charleton Limerick

The need

You too are a key advisor to clients. You have your clients, we have ours.

Tax and all financial issues are more complex than ever before:

Compliance and regulatory requirements are more stringent.
There is a multiplicity of new requirements emerging all the time.
Amounts at stake seem to be growing exponentially.
Clients need and demand much more precise and documented advice – small details all of a sudden can leverage very large amounts.
Third parties are sceptical about the validity of opinions and are always seeking “independent” corroboration.

The need for expert tax advice has never been greater given the continuing expansion of revenue powers and the onerous nature of the self-assessment system. With the advent of further revenue investigations into insurance type products and the specialising of tax districts, taxpayers have a growing need for specialist advice and planning. In addition inconsistent and/or late filing of returns has increased the risk of audit to taxpayers.

This need stretches far beyond tax advice. It incorporates the need for litigation support, corporate rescue and insolvency advice and corporate finance advice.

Another aspect of our support service is estate planning, which comprises many aspects, not least of which is taxation and appropriately planned structures by way of trusts and wills.

You have your own expertise/ specialism/ focus – no one can be an expert in everything. You know you would like access to a pool of specialist knowledge, but you will only consult with a professional that you can trust.

We want to earn your trust.

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Credentials

We have made a strategic commitment to nurture and invest in practitioner support services. We have a well-thought-out style of dealing with other advisors and a methodology which is proven through ongoing association with a number of firms of advisors, including and especially sole accounting practitioners and smaller/generalist firms.

These advisors benefit from ready, reliable access to our specialist advisors – as well as knock-back benefits of knowledge-sharing, co-operation on deals, occasional joint-venturing on projects, networking and informal free consultations.

We are quite happy to arrange for you to speak to such advisors so that our references can be checked in this regard.

As professionals, we value our reputation and our integrity. We recognise too that we have nothing in our line of business if we do not have these. This is a central plank of our mission statement. Our business depends on building long-term relationships based on trust, genuine expertise and reliability.

Horwath Bastow Charleton Limerick has a well established taxation department which has had extensive experience in preparing settlements for clients in respect of Revenue audits and bogus non-resident accounts.

In addition, Horwath’s taxation division fulfil an ongoing compliance role for its extensive personal client list ensuring all returns and payments are calculated properly and filed in a timely manner.

Horwath’s tax directors and tax managers also play a hands-on role in tax planning property developments and assisting in succession planning. We also have played a pivotal role in dealing with the taxation aspects of conflict resolution.

Furthermore our Corporate Finance team has extensive experience in dealing with corporate rescue and insolvency issues including examinerships, receiverships and liquidation; which ideally positions them to deliver quality independent advice.

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Features of our service

We have invested in certain specialisms – not everyone can invest in all specialisms. To make the investment in these specialisms pay, we need to deliver specialist services beyond our own in-house client base.

Rather than building a larger-and-larger unmanageable firm to leverage off our specialisms, we are committed to a partnership approach. Mere growing of our own organisation will not guarantee the growth of demand for specialist services. We respect the power and importance of YOUR client relationships.

Our support for other advisors is based on:

A conscious, stated strategy of nurturing and building such relationships.
A commitment to making these relationships work in support of this strategy.
Absolute confidentiality and honest, open communications with you.

Unlike many other firms of “advisors”, we will not try to sell products to your clients – financial services or otherwise. We have a stated goal of:

Being the best advisors we can be – whether this be through other practitioners or directly to our own in-house clients.
Avoiding any business model that involves us in conflicted commission-based selling of products to clients.

These are not just high-sounding principles – they are commercial strategies. We believe that our firm will not achieve its potential as a firm of advisors if we do not act strategically. Our business depends on building relationships – we are very careful not to threaten them for short-term gain.

Come talk to us about developing a relationship – or try us out on a particular case. Trusting relationships do not happen overnight. They take time – and we are prepared to work on them.

Our team is always available to you on a friendly and efficient basis.

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Benefits to you

Our commitment to you is:

To give high quality advice
To give high quality service
To respect confidentiality
Not to interfere with your client relationships
To build relationships based on giving as well as taking

For further information contact:

Liam Hession

E: lhession@hbcl.ie

Pat Jones

E: pjones@hbcl.ie