Wealth And Tax Management

Wealth And Tax Management We do what it says on the tin. We help people to achieve early financial independence and really enjoy. We do not sell. We offer professional advice and services.

For over 20 years we have been helping business owners, people approaching retirement and people who have already retired achieve financial independence. So if it's just a case of wanting to know what you have, how much you're worth or what you need to do to reach your financial goals we can help you.

The Rysaffe Case Explained: How Pilot Trusts Can Help Reduce Inheritance Tax -
25/03/2026

The Rysaffe Case Explained: How Pilot Trusts Can Help Reduce Inheritance Tax -

Inheritance Tax (IHT) planning often involves complex rules, and one of the most important — yet frequently misunderstood — areas is the use of multiple pilot trusts and the Rysaffe principle.

How to Use Trusts Smartly to Save Inheritance Tax? -
20/03/2026

How to Use Trusts Smartly to Save Inheritance Tax? -

Inheritance Tax has quietly become one of the fastest-growing taxes in Britain. With property values rising and the £325,000 nil-rate band frozen for years, more families are finding their estates drifting into the 40 per cent tax bracket.

What Does the Chancellor’s Spring Statement Mean for Taxes? -
11/03/2026

What Does the Chancellor’s Spring Statement Mean for Taxes? -

In a year marked by global uncertainty — not least because of the escalating conflict involving Iran, Israel and the United States — the Chancellor of the Exchequer, Rachel Reeves, delivered her annual Spring Statement with an emphasis on stability and continuity. Officials and investors alike h...

Markets, Missiles and Money: What the Iran–Israel–US Tensions Could Mean for Investors -
04/03/2026

Markets, Missiles and Money: What the Iran–Israel–US Tensions Could Mean for Investors -

Whenever conflict flares in the Middle East — particularly involving Iran, Israel and the United States — investors brace themselves.

Student Loans: The Price Tag That Follows You for Decades -
25/02/2026

Student Loans: The Price Tag That Follows You for Decades -

There was a time — and it really wasn’t that long ago — when student loans in the UK felt manageable. University fees were £3,000 a year, interest rates were lower, and the sums involved didn’t feel life-defining. My eldest son was in that cohort. He borrowed modestly, graduated, worked har...

Why gold has preserved the value of money for 5,000 years — and still matters today -
18/02/2026

Why gold has preserved the value of money for 5,000 years — and still matters today -

At the time of writing, the price of gold has dipped over the last few days — enough to generate a few nervous headlines. Yet step back for a moment and the bigger picture looks very different. Gold is still up by more than 70% over the last 12 months, a reminder of why it has played the role of f...

Do stock markets recover much faster from crashes these days? -
11/02/2026

Do stock markets recover much faster from crashes these days? -

If it sometimes feels as though stock market crashes come thick and fast — and then vanish just as quickly — you’re not imagining it.

Borrowing to invest : Latest developments -
05/02/2026

Borrowing to invest : Latest developments -

Borrowing against investments has long been a quiet feature of private banking, but it’s starting to edge into the mainstream. With Firenze now allowing General Investment Accounts (GIAs) to be used as security for Lombard loans in the UK, more investors are asking a sensible question: is this act...

Should You Invest in an ISA, a Pension or Both? -
28/01/2026

Should You Invest in an ISA, a Pension or Both? -

If you’re trying to do the sensible thing with your money, chances are you’ve asked yourself this question at some point:

The Tax Benefits of Gifting Investment Properties into Trust -
21/01/2026

The Tax Benefits of Gifting Investment Properties into Trust -

Property has long been a favourite investment for British families. Bricks and mortar feel tangible, familiar and (usually) reliable. But as portfolios grow and tax rules tighten, many landlords find themselves asking a sensible question:

Why January Has Often Been a Good Month to Invest in Shares Historically -
14/01/2026

Why January Has Often Been a Good Month to Invest in Shares Historically -

Every January, as the Christmas leftovers finally disappear and the nation begrudgingly returns to normal life, something rather interesting tends to happen in the stock market.

Address

17 Shirwell Crescent, Furzton Lake
Milton Keynes
MK41GA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Wealth And Tax Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category