The Peak Performance team are passionate about adding significant value to Accountancy firms across the UK. Founded by David Gill, the mission of the Peak Performance team is to help their members and their clients develop Peak Performing businesses, offering them choice and control over their finances, time and lives. One of the strengths of Peak Performance is their support to accountants and clients on structured tax products, offering choice and control to clients, perhaps for the first time, on their tax affairs. A consequence of participation in such tax structures is that the client usually ends up having extra cash available to invest.
Until recently, opportunities to invest such disposable cash were limited - not so now!
Investment is the last piece of the jigsaw in relation to tax planning - it makes sense to not only provide choice around participation in such structures, but also around the fate of the funds once they are in trust and available to invest. Peak Performance Solutions provides a structure to allow the client to continue to exercise choice and control, this time over the fate of the funds, by choosing how such funds are invested dependant on each client's attitude to risk.
Participation in the fund is not restricted to clients who have executed tax planning though - subject to an investment minimum of £100,000 anyone can participate on the Experienced Investor basis
The Peak Performance Fund PCC Limited (click here to download...)
To download Information Memorandum and application form, click here
