Wealth management/pensions

Hodge Bakshi can help owners of large businesses in the tax-efficient extraction of profit from their firm.

Hodge Bakshi can help ensure that your wealth is managed as tax-efficiently as possible. We can advise on:

  • Extracting profit from your business
  • Remuneration strategies
  • Tax-efficient savings and investments
  • Succession planning.

We can also advise you on a range of issues relating to pensions and pension schemes. We can help you:

  • Decide upon which type of employer pension scheme is suitable for you – a defined benefit scheme or a defined contribution scheme
  • 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.

Please contact us to discover how we can help you.

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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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