Group. 
Advice and Planning Services
Strategic tax planning services
Through sound advice and quality service, we’re able to provide a tailored approach that takes your individual tax position into account.
Our strategic tax planning service covers a range of tax considerations, including the following:
Individual savings accounts (ISAs) – With our assistance, you can build tax-efficient funds that can be used to generate a tax-efficient income and/ or lump sums.
Capital gains tax (CGT) – We can provide advice that considers capturing annual gains on qualifying assets which can improve tax efficiency and overall net returns.
Income tax – We will explore options with you to position your financial affairs to improve income tax efficiency.
Inheritance tax – We can provide an inheritance tax planning service that is tailored to you and your personal circumstances.
Extraction of profits from your business – The task of moving capital from your business to your personal assets can be complex, which is why our team will work with you to help make everything as easy as possible.
‘The Financial Conduct Authority does not regulate tax advice’
Key Facts
- We will meet with you on a regular basis to help review your tax position and reposition your finances accordingly
- We can work with other professionals, e.g. your accountant, to provide a joined-up approach to your tax planning
- Our clients are our highest priority, which is why we offer the very best service in everything we do
MR. S. E. – YORK
“CWM employees are all superb and always seem to have so much time to listen to me. In fact, I think the highest compliment I can pay CWM is that we feel like we are their only client.”