Wealth management

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.

Try our site search

Dutchmans is a member of the ICAEW Practice Assurance scheme.

Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.