Strategic Tax Planning Services | Chartered Wealth Management

Manchester: 0161 826 4224 | London: 0207 099 4224

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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.

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.

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    To ensure our services are well suited to you, we have a few simple questions to ask.

    Do your investable assets exceed £500,000?

    No
    Yes
  • Talk To Us

    Make an enquiry

    To ensure our services are well suited to you, we have a few simple questions to ask.

    Do you have an income of at least £100,000?

    No
    Yes

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    To ensure our services are well suited to you, we have a few simple questions to ask.

    Are your circumstances likely to change in the next six months?

    Select your circumstance from the list below

    No, won't change
    Yes, business sale
    Yes, inheritance
    Yes, promotion
    Yes, property sale

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    Based on your answers, we feel our services could meet your needs. Fill in our contact form below and we'll get back to you to discuss next steps

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  • Thank you

    Based on the information you have provided, our services would not be suitable for you. If you have any questions, please do not hesitate to contact our in-house team by calling our Manchester office on 0161 826 4224.

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