TLPI are experienced corporate tax, business, property, and investment consultants. With extensive positive real clients reviews and feedback on Google, Facebook and our online platforms, we offer innovative and tailored advice, that allows business owners to align their business, tax, retirement planning, and growth solutions to optimum potential.  

Founded in 2004 by Gareth Bertram, TLPI initially built its foundations in the world of finance. In 2008 it grew to focus on property and by 2010, further diversified as Gareth realised the gap in the market for combining his expertise in business finance, tax planning, pensions and property.

Realising Gareth’s own personal values, clear vision and goals to expand, the company has grown extensively in both employees and reach. 

The company is now led by Mike Holt, an experienced property and finance professional who joined the team in 2012. The company continues to grow and succeed under Mike with a team of experienced tax and financial consultants,  marketing team, and business support team. This is underpinned by the company’s philosophy of growth through change and focus on long-term results.

2020 saw further growth with the formation of Protero Tax, a Chartered Accountancy practice.

In 2021, The Lifetime Business tax plan was launched to address the demand for a product that fully optimises tax for businesses that are successfully making profit. The product provides an efficient solution to investing company profits without the 40% tax implication, and reducing inheritance tax. In addition, The Lifetime Business Tax Plan is a full package, comprising of multiple products that with our support, make it easy to align all of your tax, business, inheritance, and retirement planning strategies. 

TLPI is well respected and recognised by industry peers as professional, knowledgeable, and trusted experts. Our clients share their goals and strategies, which we take very seriously. 

Consulting

Finance

Investment Management

Property Development

Property Management

Real Estate

TLPI

Trident House in Didcot focuses on digital marketing, accounting, and business support services for corporate growth.

Trident House

This department provides expert guidance on corporate investment strategies and financial portfolio management.

Investment Consulting

This department manages financial transactions, budgeting, and accounting processes.

Finance Department

This department manages and optimizes marketing processes, campaigns, and data analysis to enhance overall marketing effectiveness.

TLPI

Org chart

Teams

Investment Consulting

Finance Department

Marketing Operations

Offices

TLPI

Org chart

Teams

Investment Consulting

Finance Department

Marketing Operations

Offices

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