Manage your wealth and plan for your future
Work with us to minimise any potential personal tax liabilities to benefit you and your family's future
Creating and preserving wealth is an aspiration for many of our clients, and whether you make your money through business, investments & pensions, property or inheritance you will be required to pay tax on a proportion of your wealth.
How much tax you pay, will depend on your unique situation, and for those of us concerned with securing your future or passing wealth on to loved ones, effective tax planning and wealth management now is vital to your success.
We provide both one-off specialist transaction advice and ongoing advisory services for individuals, so you can be confident that you are receiving bespoke advice tailored to suit your individual requirements at each stage of your family's life.
Contact our Cambridge Tax Advisers on 01223 810 100 for more information on tax planning and wealth management.
Our extensive tax experience means we can offer services covering all taxes and enabling us to assist you with a range of tax planning and wealth managements services, including;
- Trusts and estates
- Inheritance tax planning
- Pensions and investments
- Retirement strategies and succession planning
- Business exit strategies
- Incorporation advice
- Property Taxation
- Residence and domicile
- Capital gains tax
- Tax investigations and disclosures