The EFP Executive Team
At Your Service
Dr Paul Grafton-Holt
CEO
Dr Paul Grafton-Holt, BA, MA, DA
Paul presently acts as our UK CEO. His daily role, apart from managerial tasks, is client interfacing at both seminars and one-on-one meetings where he discusses clients’ circumstances and looks for solutions to match their needs. READ MORE...
Claudio Bacci
COO
Claudio Bacci, MBA
Claudio acts as our UK COO and as the CEO for the European area, in the strategic management of EFP. His daily practice is meeting with clients in a consultative approach enabling him to focus on collaborative and customised solutions. READ MORE...
Anthony Letchumanan
CFO
Anthony M Letchumanan F.C.C.A
Anthony is the CFO who oversees the financial direction of the company in both the UK and Cyprus. As a hands-on practitioner himself, he also attends various client meetings to help analyse their financial positions and to offer practical... READ MORE...
The STORY OF EURO FISCAL PARTNERS
GENESIS
The genesis of EURO Fiscal Partners (EFP) goes back more than 20 years ago, when the senior officers first met to discuss strategic business options for their clients.
At that time Anthony Letchumanan, FCCA ran Ace Accountancy Bureau in Islington and Dr Paul Grafton-Holt and Claudio Bacci, MBA headed up the Tax & Trust Division for Alexander Forbes (a world-wide financial services conglomerate) in the City of London (today they also co-run Dragoni Partners LLP, a sister firm of EFP).
Together we formed a professional relationship to aid our clients, which in time extended into a personal friendship too, that has lasted ever since. Often we said: ‘we’ll set up a company and work together one day to bring profitable inspirations and innovations to our clients’; and lo and behold, EFP is the culmination of this very sentiment for wealth generation and its stewardship.
EFP engages with clients who have either had a great deal of success in their business endeavours or wish to do so. Not only that, but they have a strong desire to protect what they have and to ensure it is not eroded by inflation, undue risk or the vicissitudes of life in general.
In other words they are protective of what they have. And we agree, preservation and protection of wealth is objective number one.
How we help you protect and maximise your assets
As professional business advisers our role is to seek to thoroughly understand your wants, needs and desires from the get-go. Without this we simply cannot make any recommendations because each proposal is unique and tailored to each individual client after this fact-finding exercise is completed. We simply have no off-the-shelf solutions for anyone.
We look at the ways we can rejig your company’s structure and make it more international in its perspective, without necessarily moving it abroad (though sometimes we will advise on an offshore holding). We also examine the unique characteristics of its officers and key personnel to see who is responsible for the success of the business. This enables us to better decide how to recompense each participator within the confines of this ‘move’. Oftentimes we will rejig the key personnel too. This is a complex matter and it is strategised in-house between the team members and with external advisers (other accountants, lawyers and tax barristers/QC’s). Once finalised (though still a working and evolving document) we can apprise you, the client, of our collective and considered findings. Our findings will be discussed at length and will be followed up by a written Client Report. This will show the commercial reasons why these suggestions are necessary and offer an insight into the potential savings which can be made through their use. Once accepted, the component elements can be set in motion and the benefits inherent in such begin to flow.
Our gold standard guarantee
Importantly, we guarantee our recommendations will benefit you. If you do not save at least the fees charged under your ‘‘Use of the Structure’’ by implementing our very first recommendation in the first 30 days we will refund your fees.
Commercial advantages
The commercial considerations for this type of approach are numerous. They offer some or all of the following advantages. READ MORE...
The members of EFP are individually regulated by the above bodies.
The EFP Wealth Vehicle For Business People
