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Wealth Management

With help from our external IFA’s, we can help ensure that your personal wealth is managed as tax-efficiently as possible.

We can provide advice on:

  • Personal tax planning
  • Extracting profit from your business
  • Remuneration strategies
  • Planning for a comfortable retirement
  • Estate and inheritance tax planning
  • Gifting strategies

Please contact us for further information and advice.

Latest News

16 Sep 2024

IPSE calls for fairer off-payroll rules in Budget

The Chancellor should use her Autumn Budget to make off-payroll working rules 'fairer and more effective', according to the Association of Independent Professionals and the Self-Employed (IPSE).

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13 Sep 2024

IoD outlines key policy changes in Budget submission

In a letter to Chancellor Rachel Reeves, the Institute of Directors (IoD) has outlined its key policy changes for the upcoming Autumn Budget.

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12 Sep 2024

Reforms to IHT, CGT and NI 'could raise over £20 billion a year'

The Resolution Foundation has suggested that reforms to inheritance tax (IHT), capital gains tax (CGT) and national insurance (NI) could raise more than £20 billion a year.

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