Managing your tax affairs is an important consideration. It can also be complex and time-consuming. At Cullen Wealth, we have an eye on taxation at all times when considering and researching our advice.

Structuring your finances

We will work closely with you and your other professional advisers to structure your financial solutions in the most tax-effective way. Our Consultants can also look into other possible tax savings, through careful tax planning and build these into your wealth management plan.

Planning your estate

While Inheritance Tax is a burden facing most families, it is often avoidable. Our Consultants will examine your situation, recommend solutions such as a Will and trusts, and help preserve your wealth for future generations.