Personal wealth management services

HomeOur services Personal wealth management services

SB&P offers a specialist personal tax planning service tailored to your individual needs. We can help with all your tax requirements, providing practical advice and guidance geared to your specific circumstances.

Follow the links to your left for details of our individual financial services for self assessment, personal tax planning, retirement planning, inheritance tax planning, and trusts & estates.

Inheritance tax planning services

When you have spent a whole lifetime building up your personal wealth, you want to think that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the taxman.

Personal tax planning

We offer a specialist personal tax planning service tailored to your individual needs for advice on minimising tax liability for all personal taxes

Retirement planning advice

Are you confident you have made adequate preparations for your retirement? Expert retirement planning advice can provide peace of mind now and in the future.

Self assessment services

Self Assessment can be a time consuming and often confusing business for busy individuals.

Trusts and estates planning services

Trustees or other professionals who are required to prepare annual trust accounts together with annual Trust & Estate Tax Returns can benefit from this service.