We support and advise our clients with their financial goals. We are experienced in providing our clients with high quality wealth management and tax services from investment advice to pension planning.
Whether you’re an individual, business owner or trustee, one of our professional wealth management experts will work with you to create a tailored strategy, providing advice in key areas including:
Our experts will guide you through all your financial options and tailor solutions to help you make the right choices to build and preserve your wealth. We are future focused, especially with the ever-changing landscapes of regulations and tax.
People are the most important part of any business. Your team’s skills and experience keeps your business running smoothly. But what would happen if their expertise was lost?
The illness or death of a key employee can have a potentially disastrous impact on a business, such as:
Our experts will advise on putting the correct insurances in place, and help to ensure that they are regularly reviewed and updated to reflect your changing business.
Key Person Cover
If a crucial individual is not able to come to work, what happens? Is there a safety net? We will advise on the best way to provide one. We can arrange the most appropriate security for your business to provide for emergency costs and, if necessary, temporarily or permanently replace people, protecting your business for the future.
Shareholder Protection
The death of a shareholder can shake the foundation of a business. Uncertainty or even disputes over how the business continues can cause long-term instability.
We develop strategies to allow shareholders to purchase or dispose of holdings belonging to the deceased shareholder. By surveying the market, we can implement cost-effective cover to provide interim stability and business continuity.
Creating and maintaining the right investment strategy is vital to securing your financial future.
Identifying your objectives, both short and long-term, is the starting point and a key focus of the initial financial planning meetings we have with our clients.
Successfully understanding your aspirations and your attitude to risk will drive the right planning at the right time, creating a solid foundation. Working with our colleagues across Azets, we also offer inputs from our tax team who specialise in minimising the amount of tax you pay over your lifetime.
Our wealth team survey the market, analysing asset management companies, product and fund manager’s performances, fund management style, and risk ratings. Utilising this research, we create the best strategy.
We will:
Creating and maintaining a viable investment plan is important for all businesses.
Whether making a new investment or reviewing your portfolio, we will work with you to help build a solid strategy.
Our advisers will:
Our advisors are here to understand your financial goals and help you plan for the future. Whether you have just started your career or are approaching retirement, we can help you to create a plan that works for you, giving you peace of mind that you can enjoy in later life.
• Keeping control of your pension pot, taking an income or a combination of both • Managing a lifetime’s worth of pension pots, investments and cash accounts • Property ownership and how retirement will impact on this, whether re-paying mortgages, downsizing, re-assessing a property portfolio, releasing equity or leaving property in a Will
• Personal Pension • Self Invested Personal Pension (SIPP) • Small Self Administered Scheme (SSAS) • Executive Pension Plans • Previous Employer Pension Schemes • Stakeholder Pensions • Workplace Pensions
Our specialist tax advisors work closely with you to make sure you’re maximising your investments and protecting your assets. We offer regular reviews and proactive advice following changes to tax legislation to make sure you are not missing tax savings or potential business issues.
Inheritance tax, capital gains tax, illness and loss of income all need to be considered in a protection strategy.
We can advise on:
Some forms of tax planning are not regulated by the Financial Conduct Authority.
Our estate and taxation specialists can help you plan how to leave wealth in a way that protects your wealth and maximises the value of your assets, to give you peace of mind and allow you to pass on more to those you love. With thresholds at £325,000 there are Inheritance Tax considerations to make and be aware of.
Our dedicated team can:
Trusts and some forms of tax planning are not regulated by the Financial Conduct Authority.
The financial effects of death, a period of illness or serious injury are never easy topics to discuss, but providing for these eventualities can protect you and your family from financial difficulty. Our objective and personal approach to protection planning allows you to take comfort in the knowledge that everything has been taken care of.
We can review your situation and discuss what insurances you may need.
The following are insurances we can advise you on:
We can help guide you through the workplace pension process and make sure your company complies with the rules in the most cost-effective way for your business.
We offer expert advice to ensure that you:
What happens if I don’t comply?
Non-compliant businesses can face fines of up to £10,000 a day.
We offer a free review for your business that outlines your responsibilities, what actions you need to take and when. We also review any existing workplace pension scheme you may have in place and advise on compliance.
We understand that a comprehensive package of employee benefits can boost the morale of your workforce and help to retain key staff. These can include:
We will:
Wealth Management allows us to provide our clients with more advice that will improve their businesses and their lives.
Azets Tait Walker Wealth Management is a trading name of Azets Tait Walker Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Registered office: Bulman House, Regent Centre, Gosforth, Newcastle Upon Tyne, NE3 3LS.
Company Number 05674020. Incorporated in England. Azets Tait Walker Financial Services Limited is a subsidiary of Azets Holdings Limited.
Azets Tait Walker Financial Services Limited
Azets Tait Walker Financial Services Limited is a limited liability company registered in England with registered number 0567 4020.
Registered office address, Azets Tait Walker Financial Services Limited, Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS.
Azets Tait Walker Financial Services Limited also trades under the following style: Azets Tait Walker Wealth Management.
Azets Tait Walker Financial Services Limited’s VAT number is 880 3473 16.
FCA Regulated Activity
Azets Tait Walker Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Details of our status can be viewed here under firm name Azets Tait Walker Wealth Management, registered number 567 4020.
Wealth Management Complaint Handling
If you wish to register a complaint, please write to or telephone as shown above.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
Professional Indemnity Insurance
Azets Tait Walker Financial Services Limited (01.03.2022 to 28.02.2023)
Insurers:
26.50% Aviva Insurance Ltd
20.000% Lloyd’s Syndicate 2121 (ARG)
16.6035% Chubb Global Markets Financial Lines
14.7586% XL Caitlin Insurance Company UK Ltd
9.2241% Great Lakes Insurance SE
7.3793% Allianz Global Corporate & Speciality SE
5.5345% Lloyds Syndicate AXIS 1686
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With more than 3,500 specialists spread across the UK, we offer a personal, local approach to accounting and business advisory. If you’re looking for peace of mind, expert support and more time, we’re ready to help.
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