Wealth Management Services in County Durham

Building and protecting your wealth requires more than just investments. Effective wealth management integrates tax planning, estate protection, and financial strategy to secure your future and achieve your goals. At The Tax Faculty, we provide award-winning, high-quality advice designed to help you maximise your wealth while minimising tax liabilities.

We’re more than just accountants. Our proactive approach ensures that every aspect of your financial plan is working efficiently.

With over 100 5-star reviews, clients across Durham trust us to provide expert, personalised guidance for long-term success.

Wealth Management Strategies Tailored to Your Financial Goals

📞 Call our Experts free on 0800 0016 878

At The Tax Faculty, we offer a full range of wealth management services to help you achieve financial success and security.

Our services include:

Investment Planning: Developing strategies to grow your wealth while managing risk.

Retirement Planning: Structuring pensions and other savings to ensure a comfortable retirement.

Tax Efficiency Strategies: Minimising Income Tax, Capital Gains Tax, and Inheritance Tax through tailored advice.

Estate Planning: Protecting your assets and planning for efficient wealth transfer to future generations.

Business Wealth Integration: Coordinating your business and personal financial plans to maximise overall tax efficiency.

Charitable Giving Strategies: Advising on tax-efficient ways to support causes you care about.

We work closely with your other advisors—such as investment managers and solicitors—to ensure your wealth plan is fully integrated and optimised.

📅 Book a free consultation at your preferred time

Comprehensive Wealth Management Services in Durham

The Tax Faculty LLP Durham

Why Choose Us?

The Tax Faculty LLP

The Others

Specialist, Proactive

In-House Tax Team

Free Consultations & Calls

Fixed Fees

Aftercare Included

We prefer to get to know you and your circumstances during a free consultation so that we can identify how best to assist you.

Over £225 for 30 minutes on the telephone

You will have a dedicated Tax Faculty LLP Tax Specialist to assist you with everything that you need. No bots, no online forms. We prefer the human touch.

Reviews say that they were unhappy that they were sent to an external person who simply told them to fill in an online form with figures

We aren't just accountants - we're Tax Professionals with years of experience working for HMRC and working for clients like you. We provide advice to reduce tax bills and solve complex problems.

Service is limited to filing tax returns unless you pay more fees for additional consultations which work out at over £450 per hour.

Once we've identified how best to assist you, we provide a fixed fee quote to carry our the work on your behalf. You will be safe in the knowledge that you will never pay more than this fixed fee.

If more time or advice is needed, you pay more. This leads to unexpected and high fees being paid.

Each of our clients are provided with HMRC Fee Protection Insurance, meaning that if HMRC ask any questions, we respond on your behalf - with no added fees being charged to you.

If HMRC ask questions in relation to your tax affairs - guess what? That's right, you pay an added hourly fee for any replies to be written.

Tax Advice

📅 Book a free consultation at your preferred time

Professional, Award-Winning Tax Advisors and Accountants in Durham

We understand that your business is unique. That’s why we don’t offer cookie-cutter solutions. Our approach is centred around high-quality, proactive tax advice—we work closely with you to identify opportunities for tax savings, helping you plan for growth and long-term success.

What sets us apart:

Award-Winning Service – Recognised for excellence in client service and accounting expertise.

100+ 5-Star Reviews – Proven success stories from businesses just like yours.

Tailored Advice – We understand your business goals and tailor our services to match.

Frequently Asked Questions

Q1: How can wealth management help me reduce tax liabilities?

Wealth management integrates tax planning strategies, such as using allowances, reliefs, and trusts, to reduce your tax exposure on income, capital gains, and inheritance.

Q2: Can you help with both personal and business wealth planning?

Yes. We offer holistic wealth management services that coordinate both your business and personal financial goals for maximum efficiency.

Q3: Do you work with other professionals like financial advisors and investment managers?

Absolutely. We collaborate with your other advisors to ensure your wealth plan is fully integrated and optimised across all areas of your finances.

Tax Troubles? We're here to help

We can solve your tax problems, with ex-senior expert HMRC inspectors here to help to take the stress away from your tax worries.

We do everything for you, including filing returns and giving advice that may help to reduce the amount of tax that you owe.

Our guarantee to you - You will pay the lowest amount of tax possible, while complying with the law.

Contact us free on 0800 0016 878, email info@thetaxfaculty.co.uk or fill in our handy form and on of our experts will get back to you as soon as possible.

Capital Gains Tax Expertise: The Tax Faculty LLP Managing Partner Charles Tateson Named UK Capital Gains Tax Advisor of the Year

The Finance Monthly Taxation Awards recognises the achievements of tax professionals from around the globe.

Winning such an award is no small feat. It is a reflection of hard work, extensive knowledge, and an ability to navigate the intricacies of the UK tax system.

Read more about Charles and the award here.

How We Work

Step One

We start with a completely free and confidential consultation. This can take place by way of a meeting (over the telephone, video meeting or in person) or by way of email. We get to know you, your circumstances and your requirements.

Step Two

We analyse your situation and your needs in order to identify how best we can assist you. This might involve filing tax returns on your behalf with HMRC, providing advice on reducing your tax liability now and in the future, or a combination of such work.

Step Three

Should you wish to engage us, we would provide you with a fixed fee quote for the work required to solve all of your tax worries. We then complete our work with the highest levels of professionalism, keeping you updated at every stage and taking the stress away.

Read Our Testimonials & Case Studies

Contact Us

Contact us today on freephone 0800 0016 878 for a free consultation on all tax and accounting issues, or fill out the handy form below and we'll get back to you as soon as possible.

Alternatively, you can email us at info@thetaxfaculty.co.uk or complete the handy form below.

(Please note, non-UK callers may need to call 0207 101 3845 if your line cannot connect to our 0800 number)

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