Westbridge Tax & Wealth
Financial advice that sits with your accountant and solicitor — not above them.
We help UK households and business owners untangle tax timing, pension drawdown, and cash buffers before the next HMRC deadline or family decision.
Based in Legrosworth, Northern Ireland — meetings in person or by video.
Flagship engagement
Wealth Planning Consultation
A half-day working session that turns scattered statements into a sequenced plan: what to do this quarter, what to leave until after year-end, and which questions belong with your other advisers.
- Who it suits Households and directors facing retirement, a business sale, inheritance, or a crowded tax year.
- What you leave with A written planning note in plain English, plus a short follow-up call within thirty days.
- Fee basis From £450 for the consultation package — complex multi-entity reviews quoted after discovery.
Related advice
Tax reviews, retirement maps, and director briefings
When a full wealth plan is more than you need, we offer focused sessions for year-end tax timing, pension drawdown order, and remuneration questions.
Browse advice offeringsFrom recent clients
Evidence from real engagements
Retirement Income Mapping
“The retirement mapping session forced us to put actual monthly spending on paper. Seeing which pension to draw first removed a lot of guesswork.”
Business Owner Advisory
“Eleanor walked us through the capital gains timing and where the proceeds should sit for twelve months. I still wish we had started the paperwork two months earlier.”
Guides
Notes on ISAs, pensions, and inheritance talks
Short articles rooted in UK tax-year practicalities — written for households preparing for a meeting, not for market commentary.
Open the guides
Using the ISA allowance before 5 April
A calm sequence for filling Cash and Stocks & Shares ISAs when cash is already earmarked elsewhere.
Read the guide