Tax Efficient Planning & Inheritance Tax Planning

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Different financial environments are wrapped in unique tax legislation and it’s my job to unpick it.

The intricacies of your personal and business tax returns are undoubtedly for your Accountant to handle, as I am not a tax Advisor. Where I step in is planning the structure of your finances based on tax-efficient strategies and your unique situation and objectives. That may be how you pass your estate and various assets on to your loved ones when you are gone, planning for your retirement, extracting income during your golden years, or getting money out of your business in a more efficient way.

What my clients say

Adam impressed me at our initial meeting with his expertise, professionalism and open friendly approach. Everything has been very clearly explained with an encouraging lack of unnecessary technical jargon. I feel very confident that Adam fully understands our financial objectives and has proposed, and now initiated, a realistic plan.

Richard L / May 2019

Adam Cockerham is a member of The Personal Finance Society, The Society of Mortgage Professionals and The Chartered Insurance Institute

William Dixon & Associates Ltd is an appointed representative of Openwork and is registered in England & Wales no. 7167341. Registered Office at William Dixon & Associates Ltd , The Old Barn , Clays End, Newton St Loe , Bath , BA2 9DE, UK
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