About
TLPI is a specialist tax, pension and wealth structuring firm serving company directors, business owners and families. Our team delivers tailored lifetime business tax plans, SSAS and Family Investment Company structures, tax-efficient investment and asset protection strategies, pension transfers, corporation tax mitigation and HMRC compliance to preserve wealth and support succession.
Reviews
TLPI has been fantastic from start to finish. From my first conversation with Gareth Robertson I had absolute confidence they were the right company for me and my pension assets. After enduring the long HMRC approval process, my SSAS is now fully established and funded, and we are already working on plans to invest and grow it. Gareth and the rest of the team dealt with the entire process extremely professionally, keeping me up to date throughout and responding to my many questions and queries quickly and effectively. I fully recommend TLPI and am looking forward to working with the team for many years to come to maximise my pension assets.
Having been in business over 25 years, it is rare to find a Service provider whose professionalism and agility matches TLPI. From the guidance on setting up the SSAS, to the operation, reporting, and governance - through the brilliantly helpful responsiveness of Spencer, Harley, Isi, and the rest of the team - this is enabling us to truly manage the Pension fund to maximise investments and returns. It's a jungle out there - and after 2 years with them, I cannot recommend TLPI highly enough.
excelent service held my hand and guided me through the whole SSAS Process. Very please with TLPI and their staff who are all very helpfull in all respects.
Am in the early stages of having set up a SSAS pension using TLPI and can honestly say they have been so helpful. They even tried to save me £9k in financial advisor fees but the FA would not sign the required form so it will cost me this much to extract myself from an existing pension arrangement....! Looking forward to the first transfer happening soon so I can invest my pension in assets versus the stock market. Many thanks to David, Norwegian, Lesley, Heidi and Harley.
Addresses
- TLPI, Trident House, Didcot Get directions
Phone numbers
Email addresses
- info@tlpi.co.uk
Links
Services
- Family
- Financial and Property Issues
- Estate Planning
- Trust
- Inheritance Tax
- Tax & Compliance
- Taxes
- Bookkeeping and Accounting
- Financial Advice














