Wealth Management Durham

Daydreaming about your ideal financial future isn’t going to get you where you want to be in life. Our specialist wealth management teams in Durham and the North East are here to help you manage and accumulate your wealth, so you can achieve financial freedom.

 

We are a leading accountancy firm in the North East and are recognised in the region for our exceptional services.

 

Our expert advisors offer transparent advice and guidance based on their extensive knowledge and experience of the financial markets. With MHA Tait Walker, you can rest assured your money is in good hands.

Wealth Management Support for a Diverse Client Base

We have over 80 years of experience working with a diverse portfolio of clients across Durham and the North East. From large companies, to SMEs, to individuals, we put our clients at the centre of our wealth management service. We appreciate that each client has different needs and offer bespoke advice tailored specifically towards your financial goals.

Top Quality Wealth Management Advice in Durham

Whether you need help managing your investments, planning for retirement or securing a mortgage, our wealth management team are here to support your financial goals. We will ensure all potential wealth is maximised for both you and your business, covering: 

Investment Planning

Planning and maintaining a solid investment strategy is essential to secure your financial future. Our wealth management team in Durham and across the North East can develop a strategy to maximise your assets, whilst our specialist tax team can simultaneously minimise the amount of tax you’ll pay.

Mortgages 

Buying a home is one of the most major financial decisions you will make in your lifetime. Our experienced mortgage advisors in Durham and the North East are here to help you find the most cost-effective solution for purchasing your ideal home. We also advise on commercial property and land purchases.

Retirement Planning

Our specialist pension advisors are committed to helping you plan your perfect retirement. After identifying your goals for the future, we’ll advise you on the most effective pension strategy for you or your business, giving you peace of mind you’ll be able to enjoy later life.

 

Tax Mitigation Strategies

Our dedicated tax team in Durham and the North East will ensure you’re maximising your investments, whilst taking advantage of as many tax reliefs as possible.

 

Inheritance Tax and Estate Planning

The inheritance tax threshold is set at £325,000, meaning it will impact many of us. Our estate planning and inheritance tax experts can implement a strategy to protect your wealth, granting you reassurance your assets will be left to those you love.

 

Family Protection

No one likes to think about the financial impacts of death, illness or injury, but planning for these eventualities can reduce the risk of financial hardship. Our compassionate advisors are here to help you get the right insurances in place to protect you and your family.

 

Business Protection

Your business needs to be protected in the case of illness or death of an employee. Our experts can advise you on the correct insurances to put in place to reduce the risk of any negative fallout.

 

Workplace Pensions and Auto Enrolment

Ensuring your company complies with workplace pension regulations can be complicated. Our dedicated pensions team can guide you through the process and help you find the most suitable pension scheme for your business.

 

If you’d like further information about our Wealth Management Advice Durham call 0191 379 1099 or email advice@taitwalker.co.uk.