Wealth management services

The team at Hodge Bakshi will seek to ensure that your personal wealth is managed as tax-efficiently as can be.

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.

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© 2023 Hodge Bakshi Chartered Accountants & Chartered Tax Advisers. All rights reserved.

Hodge Bakshi Chartered Accountants & Chartered Tax Advisers / Hodge Bakshi are trading names of Hodge Bakshi Limited. Registered to carry on audit work in the UK and regulated for a range of investment business by the Institute of Chartered Accountants in England and Wales. Registered with The Chartered Institute of Taxation as a firm of Chartered Tax Advisers.

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