Wealth management services

Hodge Bakshi can help ensure that your personal wealth is managed as tax-efficiently as possible.

We have many years’ experience in advising individuals in regard to the making of tax-efficient investments. In addition, Hodge Bakshi can provide individuals with quality pension advice and support. We can help you:

• Determine whether you could benefit from investment in a personal pension scheme
• In the event that a personal pension policy is suitable, we can assess whether premiums may be payable net of basic rate tax relief
• Assess whether your retirement finances could be boosted through your home, either through downsizing or equity release.

We can also advise on:

• Personal tax planning
• Remuneration strategies
• Tax-efficient savings and investments
• Estate and inheritance tax planning
• Gifting strategies.

Please contact us to discover how we can help you.