Investment and tax advice

Make the most of your money

These days, you can’t rely on savings and interest to maintain the long-term value of the wealth you accumulate. You’ve got to take control and manage it actively – a challenging task. With our advice and support, however, there’s no need to feel daunted.

Our tax experts will keep you informed of potential tax traps and, most importantly, tax saving opportunities. If you structure your assets carefully, plan and invest, the rewards can be substantial.

That advice will always be based on our knowledge of you. The time we spend talking, listening and asking questions at the start of our working relationship is invaluable. Then, as our clients tend to stick with us for years, our understanding becomes more organic. It’s about knowing where you want to be, what’s important to you and how much appetite you have for risk versus reward.

If you’re already facing a tax liability based on earlier decisions, don’t worry – we can help with that, too. With sufficient knowledge of the tax system, there’s often a way to counteract these shocks and surprises.

We’ve got experience in dealing with:

• buy-to-let properties
• furnished holiday lets
• capital gains advice and calculations
• venture capital trusts (VCT)
• the enterprise investment scheme (EIS)
• the seed enterprise investment scheme (SEIS)
• pensions
• trusts
• inheritance tax