Managing your wealth

The role of the accountant is not just one of compliance and reaction. We strive to be actively engaged in advising our clients on inheritance, pensions, savings and investments.

Here are some of the matters that we can advise on:

Personal tax planning
Extracting profit from the family business
Disposal of family business to the next generation
Tax-efficient savings and investments
Planning for a comfortable retirement
Estate and inheritance tax planning
Gifting strategies.

Dutchmans is a member of the ICAEW Practice Assurance scheme

Registered to carry out audit work by the Institute of Chartered Accountants in England and Wales and authorised and regulated by the Financial Services Authority (for investment business).