Cliff Jacobs holds the Diploma in Financial Planning, is a member of the Association of Taxation Technicians and a double past chairman of the Chartered Institute of Taxation, Hampshire Bench. Cliff is a Director of RSM Tenon Financial Services in Southampton and Company Secretary of RSM Tenon Pension Trustees Limited.
Cliff's main areas of expertise are capital protection for high net worth clients, utilising tax efficient investments and inheritance tax mitigation. Cliff has over 35 years’ experience in taxation and financial services.
Specialist areas:
- Tax efficient investments
- Inheritance tax
- Long term care