Wealth Planning Consultation
A structured review of your income, savings, pensions, and tax position, followed by a written plan you can act on with your accountant or solicitor.
From £450 for a half-day session
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Engagements shaped around real UK tax and wealth decisions
Each offering is a human-delivered consultation with a defined scope, written output, and fee basis. Choose the depth that matches the decision in front of you.
Tax Efficiency Review
A focused look at how salary, dividends, capital gains, and allowances interact this tax year, with timing notes for HMRC deadlines.
From £320
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Retirement Income Mapping
Map state pension, workplace schemes, and private pots into a sustainable drawdown order that respects tax bands and cash needs.
From £380
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Business Owner Advisory
Advice for directors balancing company cash, personal remuneration, and exit or succession questions with their wider household plan.
From £520
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