Tax Planning

Optimising your Tax Planning Position

Our clients have a variety of needs when it comes to financial planning, but one of the most consistent topics is a desire to optimise their tax position.


There are many ways to do this using the products that we offer. It is important to know the Key Tax Allowances that we are available to you, which you can read all about in our Knowledge Centre.

The A&J Knowledge Centre

We have consolidated some of this information into factsheets for your reference and information, please click Find Out More.

Our Services

Our financial advisers at A&J Wealth Management are independent experts in all aspects of corporate and personal finance services including the following areas.

Tax Planning

Being aware of the HMRC Tax Rules enables us at A&J to provide you with relevant advice to efficiently utilise all tax allowances suitable for your own personal situation and ensure you’re getting the most for your money.

During our first meetings, we would run through all aspects of your financial circumstances to find out which benefits you’ve used and which you haven’t, ensuring any advice we give you is completely bespoke to your requirements. It’s our role to keep up to speed with any developments in your life, such as a new house, inheritance or upcoming children’s weddings, that might impact your needs and tailor our guidance to fit you.

Get In Touch

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A&J Wealth Management Ltd


Bigfrith Lane

Cookham Dean



01628 480200

© 2023 A&J WEALTH MANAGEMENT LTD A&J Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register, no 428590, at Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH

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