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01896 751050 - Tweedbank Office
01721 723366 - Peebles Office

Personal Tax Planning & Wealth Management

We provide a service which is tailored to our clients' individual specific needs and are committed to ensuring our clients know their tax position.

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Are you paying too much tax? Are you looking for tax advice for a particular situation you face now or in the future? Do you need an advisor to openly discuss your options?

We provide a service which is tailored to our clients' individual specific needs and are committed to ensuring our clients know their tax position at an early date so that they can plan their payments. Our service includes guidance on:

  • Capital Gains Tax
  • Inheritance Tax
  • Trust & Estates
  • Buy to Let/Second Homes
  • Wealth Management

Require more information?

If you would like more information or would like to speak to us direct then call us on 01896 751050. Or if you would prefer, ask us a question online.