Personal Wealth & Tax

For many clients it makes sense to view both personal and business accounts as a whole, to ensure absolute efficiency across all affairs.   Issues such as Inheritance Tax, Succession Planning and Personal Tax can have frequent crossover between business and personal financial planning.

For specialist tax advice arising from change in professional or personal circumstances, speak to one of our specialist tax team.

_MG_6888.jpgbwNatalie.Newton@ttrbarnes.com, 0191 567 0304, Bio

 

 

 

geoff talbotGeoff.Talbot@ttrbarnes.com, 0191 567 0304, Bio

 

 

 

Vikki AshtonVikki.Ashton@ttrbarnes.com, 0191 567 0304, Bio

 

 

 

 

Our associate company, Key Wealth Management, is able to offer advice and guidance on issues such as personal investments, pensions and annuities.  Key Wealth Management provides specialist Independent Financial Advice to individuals and businesses through its team of Wealth Managers.

We are therefore uniquely placed to be able to work as dedicated cross-functional teams, drawing on accounting and financial advice expertise from both TTRB and Key Wealth Management, meaning our clients are able to benefit from a more holistic approach.  Not only are we able to provide impartial financial advice, but we are also able to handle your accountancy and taxation affairs.

Key Wealth Managaement

For enquiries in connection with financial services, please contact Richard Emery, Graeme Wake, or Dean Smith.  Alternatively, take a look at the Key Wealth Management Website at www.key-wealth.com.

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Chartered Accountants in Sunderland, offering expertise on everything from Tax and Business Planning,
to Accounts and VAT.