Personal tax planning | UHY Dawgen Chartered Accountants
Achieving long-term financial goals
Regular financial reviews monitor progress against long term financial goals, ensure tax liabilities are minimised..
Personal tax planning and wealth management are increasingly complex areas where expert advice can deliver significant long-term benefits for you and your family.
Our focus on open and trusting relationships means many individuals, owner-managers, directors and senior executives rely on our member firms to help protect their personal wealth and plan their financial future.
Specialist teams with UHY Dawgen provide a bespoke service covering all aspects of personal tax, wealth management and estate planning.
Achieving long-term financial goals
Regular financial reviews monitor progress against long term financial goals, ensure tax liabilities are minimised..
UHY Dawgen work with a significant number of family-owned businesses, often through successive generations, and have in-depth experience of the issues and difficulties than can arise with areas such as succession planning.
Many owner-managers are assisted with their forward planning for eventual sale of or handover of their businesses as they near retirement.
Inheritance tax planning and on options, including lifetime gifts and trusts to minimise tax liabilities for beneficiaries, are also provided.
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