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Tax saving opportunities of Recycling Pension Income Financial planningFor businessesFor individuals

Tax saving opportunities of Recycling Pension Income

There are many reasons why those over the age of 55 may need to access…
Diane Phillips
Diane PhillipsNovember 21, 2012
Higher rate pension savers missing out on tax relief Financial planning

Higher rate pension savers missing out on tax relief

Figures from HMRC show that 55 per cent of the estimated 900,000 higher rate taxpayers…
Diane Phillips
Diane PhillipsAugust 29, 2012
The morality of avoiding or evading taxation Financial planningFor individuals

The morality of avoiding or evading taxation

What a window of opportunity for the British taxpayer and ‘non-taxpayer’ to reflect on their…
Diane Phillips
Diane PhillipsJuly 12, 2012
Introducing our tax services Our news

Introducing our tax services

The UK tax system used to be relatively straightforward to follow. Everyone received a personal…
Diane Phillips
Diane PhillipsJune 6, 2012
Ten top tax saving tips Financial planning

Ten top tax saving tips

Nobody likes paying tax, so it makes sense to do whatever you can to minimise…
Diane Phillips
Diane PhillipsMarch 26, 2012
Budget 2012 Overview Financial planningFor businessesFor individuals

Budget 2012 Overview

Summary The Chancellor presented his third full Budget since the coalition Government took power on…
Diane Phillips
Diane PhillipsMarch 22, 2012
Capital Gains Tax – an overview Financial planning

Capital Gains Tax – an overview

Capital Gains Tax is a tax on the profit or gain you make when you…
Diane Phillips
Diane PhillipsFebruary 6, 2012
Ten New Year’s resolutions for your financial planning Financial planningFor individuals

Ten New Year’s resolutions for your financial planning

Around 50% of us make New Year’s Resolutions and ‘sort the finances out’ must be…
Diane Phillips
Diane PhillipsJanuary 23, 2012
Tax tips for 2012 Financial planningFor individuals

Tax tips for 2012

Want to ensure you pay less tax, or reclaim what's owed to you? See below…
Diane Phillips
Diane PhillipsJanuary 13, 2012
The Office of Tax Simplification seeks overhaul of IHT and CGT Financial planningFor businessesFor individuals

The Office of Tax Simplification seeks overhaul of IHT and CGT

Capital gains tax (CGT), inheritance tax (IHT) and entrepreneurs' relief could be radically overhauled as…
Diane Phillips
Diane PhillipsDecember 16, 2011
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UK’s ‘Top 20’ Wealth Managers 4 years in a row

We are absolutely delighted to announce that Cullen Wealth has placed 16th in this year’s FT Advisor ‘Top 100 Financial Advisers‘ list.

FT Adviser’s annual rankings highlight the nation’s top 100 financial advice firms. This year, we are pleased to announce that Cullen Wealth has secured its place for a fourth consecutive year. This recognition reflects our unwavering commitment to providing consistent, high-quality service to our clients.

We extend our sincere gratitude to all our valued clients for their continued trust and support. As we look ahead, we remain dedicated to working closely with each of you, ensuring that your financial goals and aspirations continue to be our number one priority.

FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2024
Ft Adviser 'Top 100 Financial Adviser Award_Cullen Wealth_Top 05_2023
FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2022
FT Adviser 'Top 100 Financial Adviser Award'_Cullen Wealth_Top 20_2021

0161 975 6700 askus@cullenwealth.co.uk

Authorised and regulated by the Financial Conduct Authority (FCA).

Cullen Wealth Ltd trading office: 2 Riverview, Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

Registered in England under company number 3495738. VAT registration number 785608389.

Part of the Mattioli Woods Group. Registered office: 1 New Walk Place, Leicester, LE1 6RU

If you cannot settle a complaint that you have with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).
Contact FOS at www.financial-ombudsman.org.uk

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