Managing your wealth

Managing Your Wealth

We can ensure that your personal wealth is managed as tax-efficiently as possible.  We can advise with:

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

In uncertain political and economic times, it is imperative that personal wealth is managed well. Tuchbands has been advising our clients for 40 years on ways to make their money work for them.

How can we help you? With many taxpayers bearing responsibility for more of their own affairs we can make the process as smooth as possible. Talk to us about Income tax, Capital Gains Tax, trusts and estates and, for international clients, non-dom tax issues.

What can you do to extract more profit from your business? Our qualified team can review your current affairs and suggest improvements and strategies make this happen.

Remuneration and compensation strategies vary greatly depending on the industry and size of the business in question. We work with smaller and larger firms across a wide range of sectors, so are well-placed to advise on long-term and short-term incentives, monetary and non-monetary compensation.

In recent years, as pensions and extensions have been modified and certain tax-free savings accounts and ISAs have become more prominent and making sense of it all can be problematic. Therefore, there are potential opportunities for you that you may not know existed. We’re here to examine your current wealth portfolio and suggest improvements. Are you making the most of your allowances? Are there better places to put your money? You won’t know until you have spoken to us.

Maximise your pension by speaking with us to help you prepare for retirement. Find out more about workplace pensions – now mandatory to offer to staff if you are running a business. If you are changing jobs, then talk to us for independent advice about switching over your existing workplace pension. Other aspects we can provide guidance on includes equity release, clearing any current debts, and how to find the right annuity for you.

Get in touch today to discuss estate and inheritance planning, and gifting strategies. We can show you ways to minimise any bill by diversifying your investments, the benefits of opening a trust, using your Inheritance Tax (IHT) allowances and annual exemptions, plus much more.

Find out more about our fees

Whether you are a start-up or an established company, for professional, friendly accountancy services and advice contact the Tuchbands team on 020 8458 8727 or info@tuchbands.com.