Premier Wealth Management based in Birmingham, UK

Tax Planning

Don’t lose out unnecessarily

Everyone knows that the more you earn, the more you’re expected to give up. Tax can be a confusing thing, especially for High Net Worth individuals, and especially when the rules are in a constant state of flux. This complex financial landscape can mean you end up paying more tax than you need to, and might put a dent in your long-term financial plans.

However, there are many legitimate tax structures and financial vehicles that we can put to use for you and your business, meaning you get to keep more of what you earn.

We’re not accountants or specialist tax advisors, but we work closely with all our clients’ accountants, or help find suitable advisors to address all of your specific tax needs.

We also have regular training updates and testing to ensure that our knowledge is current and up-to-date so we can have discussions with you around any changes that might occur.

Taxation Advice is not regulated by the Financial Conduct Authority. Tax treatment is dependent on individual circumstances and may be subject to change in future.

Why choose Temple Row?

The best people

Our team are experts in all aspects of Wealth Management. We will work hard to protect your wealth and maximise the value you and your family get from it.

Core values

We have a set of values that are present in everything we do. They ensure we put our clients first and provide a transparent service tailored to your individual needs.

WOW Process

Our proprietary process gives us a deep understanding of your personal circumstances and helps us to continually match your goals to your risk and returns.

Frequently asked questions

We are not accountants, but we do know that Tax Planning is not illegal. Tax Avoidance and Evasion are illegal as defined by HMRC.

Yes, in fact we encourage family meetings for our clients to make sure that there is interaction. We believe that wealth should create conversation and experiences. That being said, some of our clients do want to keep their cards close to their chest. It’s entirely up to you who shares in the plan.

There is no downside to having a plan. Changes in your life and circumstances over the years will determine how effective the plans are.

Relevant insights

Interested?

We’d happily talk through our offering and guide you through our personal approach to Tax Planning.