We offer financial planning and wealth management advice to private individuals who have a minimum of £250,000 to invest which may be a combination of cash, existing investments and pensions. Our advice is focused on tax mitigation by maximising the tax reliefs, allowances and exemptions available in the UK today.
We advise on estate planning by minimising Inheritance Tax and protecting the bloodline against potential losses from social threats such as divorce, bankruptcy, care fees etc.
Finally we offer lifetime cashflow planning to clients to ensure that they never run our of money and are able to live the retirement of their dreams.
Wealth and Tax Management posts are very informative and fun to read!
Great attitude they really work hard to find the right solution for your needs
Quality advice from Tony and the team. Plan for retirement you've worked hard for.
I love the very logical approach Wealth and Tax Management take to pension planning. I first met Roger and Tony at one of their seminars, which put me at my ease. Thoroughly professional and with a detailed approach. More...
Wealth & Tax Management really helped me sort my mother's investments so everything was hassle free and uncomplicated. They saved us a load of tax too! They speak to you in language you can understand and a friendly team member always answers the phone rather than one of those automated machines! Would highly recommend them! More...
Very knowledgeable, friendly, down to earth and a pleasure to work with!
Knowledgeable advisers; really interesting ideas and options; 'what ifs' are a great insight into how to manage and grow your money! Great coffee too!