Wealth management

Are you maximising your personal wealth? Are you confident you are paying the right amount of tax?

Some of the areas where we can help you include:

  • Reporting tax on dividends and interest
  • Assisting with Self-Assessment
  • Checking HMRC Tax Calculations
  • Checking HMRC Notice of Codings
  • Extracting profit from your business
  • Remuneration strategies
  • Tax-efficient savings and investments
  • Planning for a comfortable retirement
  • Estate and Inheritance Tax planning
  • Gifting strategies

Feel free to discuss your wealth management strategies with us today.

Rheoli cyfoeth

A yw eich cyfoeth personol yn cynyddu? A ydych yn hyderus eich bod yn talu’r maint dreth gywir?

Mae’r canlynol yn cynnwys rhai o’r mannau a gallwn eich helpu:

  • Cymryd nodyn o’r dreth sydd angen talu ar ddifidend
  • Cynorthwyo gyda hunanasesiad
  • Gwirio cyfrifiadau treth HMRC
  • Gwirio hysbysiadau codau HMRC
  • Tynnu elw allan o’ch busnes
  • Strategaethau tâl
  • Cynilion a buddsoddiadau effeithlon o ran treth
  • Cynllunio am ymddeoliad cyfforddus
  • Cynllunio am dreth etifeddiaeth
  • Strategaethau anrhegu

Mae croeso i chi drafod eich strategaethau rheoli cyfoeth gyda ni heddiw.

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H D Pritchard & Co, Old Oak House, 49-51 Lammas Street, Carmarthen SA31 3AL
H D Pritchard & Co, Old Oak House, South Parade, Tenby SA70 7DL
H D Pritchard & Co, Old Oak House, 12 Priory St, Cardigan,West Wales SA43 1BU

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