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Family Investment Companies

Family Investment Companies

A Family Investment Company (FIC) is a type of private limited company established by a family to manage their family wealth and investments. It is a popular estate planning and wealth management tool.The key features and benefits of a Family Investment Company...

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Can Trusts be used as Inheritance Tax Planning Tool

Can Trusts be used as Inheritance Tax Planning Tool

Since the changes in tax legislation in relation to trusts on 22 March 2006, Trusts have fallen out of favour.  However, Trusts are still a good way to protect assets and for Inheritance Tax (IHT) planning.  There are several different types of trusts this article...

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How to reclaim gift aid with HMRC?

How to reclaim gift aid with HMRC?

How to Reclaim Gift Aid Are you a registered charity or church in Northern Ireland? Are you unsure how to claim Gift Aid? Are you behind on your Gift Aid claims? We at PGR can help relieve that burden and let you focus on what really matters – making a positive...

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...in-depth tax knowledge...

I was referred to PGR by a fellow NI business colleague who highly recommended Peter Green and his firm for their in-depth tax knowledge and professional guidance in all matters of financial planning. We have enjoyed working with PGR since 2013 as they handle our corporate accounts for both companies in tandem with providing personal tax planning as the need arises. He and his team are very efficient and courteous and they consistently make me feel truly valued as a client. They are able to adapt with ease as our business grows and financial matters become more complex. I truly enjoy working with them and in turn highly recommend their services.

Paul Flanagan, Director at Works Services

...positive and cost effective...

Our relationship with PGR started with a recommendation to contact them to obtain advice and help with a tax issue. We were very happy to have PGR take the lead and get a positive and cost effective result. Based on our experience, we now benefit from PGR's ongoing support to operate our payroll. PGR have been professional, customer focused, and have delivered effective results. We are very happy.

John Campbell, Hon. Treasurer, St Mark's Dundela Church of Ireland