Managing your wealth

We can help ensure that your personal wealth is managed as tax-efficiently as possible. We can advise with:

  • Personal tax planning
  • Extracting profit from your business
  • Remuneration strategies
  • Tax-efficient savings and investments
  • Planning for a comfortable retirement
  • Estate and inheritance tax planning
  • Gifting strategies

Please contact us to discover how we can help you.

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the (Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Download our TaxApp Today

Tax rates, tips and calculators at your fingertips

Using the latest technology, our App has been developed to provide you with useful tax tools and information via your mobile device. Available for all mobile phones and devices.

Download for FREE now and simply save to your home screen.

The Ollis & Co TaxApp will always be technically up to date and keep you reliably informed.