Independent Financial Advisors
Offering the support you need
We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses.
At tba Wealth Management we pride ourselves in listening to your needs and providing you with bespoke advice in the timescale you demand. Financial health is integral to almost everything you aspire to achieve in the future, and we believe we can help you attain your goals.
With Government pressure to reduce the cost of saving and competition within the financial services industry the range of products and services available now is very different to that which existed 5 years ago.
The best financial advice we at tba Wealth Management can give you to enhance your future lifestyle is to plan, not for just the next twelve months but also for the medium and long term.
We are experienced in working with clients to review their current position, to listen to their future aspirations, and then draw up and implement a bespoke strategy and plan. Meeting regularly thereafter will ensure that the plan is monitored and, if circumstances change, modified accordingly.
This is done using our four step approach:
Planning ahead could save you £1,000’s from going to the taxman when you die
As you may be aware Inheritance tax is a 40% tax applied after a person dies to estates that are worth over £325,000 – or more if a home or the sale proceeds of a home are included. This means your savings, your possessions including your property, as well as any money or property you gave away during the 7 years prior to your death are included!
Due to change in legislation Inheritance tax receipts have actually increased 35% since 2020. Although it may not be something you have...
New office hours
Many firms are now moving away from what used to be the traditional 9-5 working day to a more hybrid model, incorporating both remote and office working as well as a 4 day week. We have already put in place the options for our staff to work a mix of remotely or in the office so we felt it was now time to move to a 4 day week. We are confident the new hours will still allow us to provide a high level of service to all our clients.
With effect from...
Time to boost your finances…..Tax Year End Reminder!
It’s usually a very busy time of year as people rush to finalise their contributions and allowances by the deadline of 11:59 on 5th April. So why not beat the crowd and get your finances secured today as leaving it too late could see you lose out.
Pension contributions ISA’s allowances Bonds
These are just a few things that may need your attention, we strongly suggest you don’t leave it until the 5th April...