Coole Bevis Wealth Management (CBWM) is a joint venture between Coole Bevis LLP and Carpenter Box Financial Advisers.
As an independent regulated financial adviser, CBWM offers a comprehensive, independent financial planning service for clients. It is licensed to provide financial advice in the following areas:-
- Pensions and Retirement Planning
- Savings and Investments
- Inheritance Tax Planning
- Personal and Business Protection
- Later Life Planning
- Corporate Financial Planning
- Automatic Enrolment
Advisers from CBWM will consider all of an individual’s circumstances including tax planning issues such as capital gains tax, corporation tax, personal income tax allowances etc. They meet all necessary regulatory and compliance requirements, whilst seeking to present their advice in a clear and unambiguous way.
Please visit the Coole Bevis Wealth Management website for further information on their services to private clients and businesses, and to meet the team.
The Government Propose to Remove the VAT Exemption on School Fees from 1 January 2025: Do you Need Financial Advice?
Now that the Labour Party is in government, it has proposed to remove the exemption from VAT on independent school fees from 1st January 2025.
Faced with a struggling state sector and the new government having promised to use the funds raised to recruit 6,500 new teachers and fund over 3,000 new nurseries, parents will be concerned as they are now faced with a move which could see the average tuition bill rise by 20%.
If you are now judging school fee affordability, whether from income or capital, cash term deposit laddering or investments or funding from parents, grandparents, companies, trust funds or other relatives, our team of specialists at Coole Bevis Wealth Management can advise on this. Coole Bevis Wealth Management offer the independent, regulated financial advice you need to conclude how to provide the best education in a prudent and tax efficient manner.
Contact info@coolebeviswm.com for more information or call +44 (0)1903 534587 to arrange an initial free consultation.
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