Family Office - All encompassing services

Here at St Lisaj one of our goals is to manage or advise on all aspects of your finance. Working alongside top industry professionals we can be all encompassing for your personal or business needs; from looking after your investments to advising on your Tax or Accounting needs, we offer a full range of services.

We assist a multitude of clients with anything they require from a financial perspective.

We recently helped Matthew with the sale of his nursery business. We brokered the deal, taking it from a £10.5m to a £12.5m deal whilst saving Matthew and his wife nearly £5m in tax. Here is what Matthew had to say:

“I have known Mr Fitzpatrick for some 15 years mainly in the capacity of a Financial Advisor initially working for an accountancy practice and in recent years as a specialist Tax Advisor through his own company St Lisaj.

Mr Fitzpatrick has extensive practical knowledge of the UK Tax System as a result of which he is able to develop beneficial solutions to complex tax problems, doing so strictly within the letter of the laws.

Over the time I have known Mr Fitzpatrick, he has saved us a considerable amount of money which other accountants were unable to do.

I therefore have no problem in recommending the services of Mr Fitzpatrick.”

It is now our goal to look after Matthew and his family following the deal, providing him with the best advice for investing his proceeds and protecting his family’s wealth from Inheritance Tax.