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Wealth Management Services

When it comes to wealth management services, we believe that there is no one size fits all. At McManus McCabe we take time to figure out the best strategies for your financial needs, wants, goals, and objectives. 

Our team of specialist taxation specialists can provide confidential, independent, and bespoke advice to help manage your wealth. 

Financial Planning Consultation

We can offer wealth management advice to private individuals or businesses in one-off or regular financial planning consultations. Our service is completely bespoke, meaning that we can offer ad hoc advice or continuing support.

Our team is professional and knowledgeable, offering solutions that can help to meet financial objectives tax efficiently. They can help with both personal and corporate wealth management and tax, including:

Corporate

  • Corporate tax planning
  • Corporate tax services 
  • Company restructures
  • Maximise R&D tax credits and relief
  • Tax-efficient profit extraction arrangements e.g. dividend planning

Personal 

  • Personal tax planning
  • Personal tax services 
  • Capital Acquisitions Tax
  • Capital Gains Tax
  • Succession Planning

Contact Us

Contact our taxation specialists to discover how our wealth management services can support you.

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