Helping you achieve your personal finance goals.
With the pressures of life often getting in the way, personal financial planning can often be last on your to-do list. At Thomas Westcott, we recognise the need for high-wealth private clients to have a handle on their financial situation, and can assist in areas such as:
- Tax planning work to ensure that you take full advantage of tax reliefs for income tax, capital gains tax and inheritance tax
- Annual compliance work for completion of self-assessment tax returns
- Succession and estate planning
- Trusts and executorships
- Providing the best advice on financial products
- Liaising with other professions to provide best all round service for clients – including solicitors, land agents, stock brokers and bankers