We are very excited to announce that Four Wealth Management have now merged with another St. James’s Place practice – Cooper Associates Wealth Management.
We look forward to welcoming you to one of our offices in Bristol, Taunton, Cheltenham or Cirencester very soon.
Our phone number remains the same. Please do get in touch if you have any queries on:
0117 973 0500
You will shortly be redirected to the Cooper Associates Wealth Management website.
Taxation can be very complicated and the rules, reliefs and allowances often change
For your peace of mind, our advisers will inform you of any changes to tax legislation that could affect you and then will review your plan accordingly.
Sometimes people can pay more tax than they need to. Our advisers are experienced in recommending the most tax-efficient ways to restructure your finances to reduce the amount of tax you pay, and will ensure you claim all your reliefs, entitlements and allowances.
Taking advantage of tax efficient investment planning can reduce the amount of Income and Capital Gains Tax that you pay, to help you to achieve your financial goals sooner.
Contact Four Wealth Management to book a no-obligation review
Receiving financial advice on how you can tax plan effectively will help make sure you get the most out of your finances. You can arrange a no-obligation meeting with a financial adviser to create a bespoke plan to help you achieve your goals. Call us on 0117 973 0500 or fill in our online contact form and we can arrange a face to face meeting.
Inheritance Tax advice and planning can make it possible to minimise or even eliminate potential liability on your estate so you can leave more to your loved ones.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Frequently asked questions
Our financial advisers are experienced in recommending the most tax-efficient ways to restructure your finances to reduce the amount of tax you pay, and will ensure you claim all your reliefs, entitlements and allowances that you are legally entitled to.
Taking advantage of tax-efficient investment planning can reduce the amount of Income and Capital Gains Tax that you pay, to help you to achieve your financial goals sooner.
You can gift up to £3,000 in any tax year to any person using the IHT Annual Gift Exemption. This gift will be immediately exempt from IHT. If you do not use this exemption in one tax year it can be carried forward to the next year, meaning you could gift up £6,000 in any one tax year. These exemption has to be used in your lifetime and cannot be used once you have died. There are further exemptions available dependent on your circumstances and who you are gifting to and when.
What our clients say
Find out if you could reduce your tax bill
If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.
