Menzies LLP

Menzies LLP has been acting for General Practitioners and other Health Professionals in South Wales for over twenty five years and advises clients all across Wales from Cardiff to Llanelli. The firm currently acts for over 120 health care individuals and provides services ranging from the standard compliance of tax returns through to discussing and making the best use of existing assets in economically challenging times. We also provide benchmarking for results, offer a partner close out meeting each year, provide assistance on the McCloud remedy, preparation of superannuation certificates and advice on practice issues such as drawing levels and profit sharing ratios. The level of service is considered by this firm to be the most important element of our offering and as such, clients receive as much partner time as possible for an all inclusive fee, as well as access to our local tax partner and tax specialists. Menzies has good experience of HMRC enquiries which are unfortunately becoming more common place and also has a Wealth Management arm which can provide an experienced and balanced view of investments and pension planning within the NHS which is so important especially at retirement.

Clive Edwards and Hayley Worsfold head up the team in Menzies with Clive having been advising primary care partnerships since 2002, and Hayley being our local tax partner, experienced across all aspects of personal and business tax.