Wealth Management

Midwood Consulting is experienced in providing advice on wealth management and investment solutions. Our focus is on enabling our client’s assets and estates to develop and prosper in order to allow them to achieve their goals in life.

Our bespoke wealth management service includes:

  • Investment Advice
  • Succession Planning
  • Trusts
  • Tax Efficient Use Of Investment Vehicles
  • Inheritance Tax Mitigation

Our guidance and support focuses on identifying risks and looking for opportunities for our clients.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be forseen