Accountancy

It is important our clients have a reliable and trustworthy company that can help with the necessary accountancy advice, whether it be technical tax consultation and the preparation of an annual tax return, Base can point you in the right direction.

P.F.A. Pension Scheme

Following the changes to the scheme in April 2006 it is important that all players understand:

• When can they take benefits — 35 or 55
• Which funds they should use
• How they qualify for full benefits

Investments

We set a target sum for when players retire from playing pro football i.e. £2 million. This goal is monitored every six months with an aim to utilise income and capital gains tax allowances now and in the future. We start by assessing the player’s attitude to risk and describing the main asset classes (cash; fixed interest securities; equities and property). The appropriate tax wrappers are then placed around the chosen asset classes. These can include the PFA Pension Scheme, Stocks and Shares and “Buy to Let” properties. We also encourage diversification across fund managers, sectors and geographical location. We can also provide in depth advice on ISAs and project investments.

Career Ending Insurance

The whole market is assessed before recommending a provider. We consider cover to be especially important for the younger players who are yet to build sizeable investment portfolios.

Mortgages

Our experienced team can offer residential, buy to let, overseas and commercial mortgages from almost the whole range of lenders. We will also assist with the legal arrangements and “hold the client’s hand” through the entire process.

Family Protection

We build-in life, critical illness cover and private medical insurance for both the player and his family, thus giving him peace of mind if anything should happen to him or his partner.

General Insurance

We have working relationships with a panel of general insurance brokers to ensure they offer competitive premiums and a first class claims service.

Specialist Tax Planning

As appropriate, we advise on higher risk tax deferral schemes such as Venture Capital Trusts and Film Partnerships and also Inheritance Tax planning arrangements.