Estate & Wealth Planning

Estate and Wealth Planning is a service delivered by a chartered tax adviser, trust and estates practitioner in conjunction with an independent financial adviser, by using these professionals together we seek to investigate your future for, and protect against, the erosion of your wealth from inheritance tax, capital gains tax and income tax.

Our Unique Approach

We have yet to see our unique approach become the norm within estate and wealth planning, and while we steel and march on those who follow, we have gone further with our estate and wealth planning service, we will also advise you regards your wills, lifetime gifts, trusts all with a view to minimise the tax impact on yours and your family’s wealth.

It is important to remember, that in today’s world of high property prices more people than ever are being pulled into inheritance tax, its not only those who run their own business that are affected anymore.

Call Us: 01704 320560

Looking After You and Your Business

Our Core Values

Welcome to the online presence of Holden Associates, we are a family run firm of Qualified Accountants, Business and Taxation Consultants, but then you know that, but do you realise that we are just like you, yes that’s right, we are running a business too, it just happens to be an accountancy business.

Trusted

Our advisors and their skills aren’t just tried and tested; they’re trusted too. We’re technically competent, experienced and completely confidential when working with our clients.

Welcoming

We’re not about the corporate feel. We’re a warm, friendly, approachable team who pride ourselves on communicating in layman’s terms – no silly bamboozle, just simple business.

Analytical

Our analytical skills are second to none; we certainly don’t take things at face value and in our industry, a keen eye for analysis can be the difference between standard assistance and excellent services.

Relatable

Contrary to popular belief, accountants are humans too! We’re wholly empathetic and can relate to a variety of life and business experiences to provide an excellent, trusted service.

Approachable

Our door is always open. There’s no question too complicated, and no job too big or small. We want our customers to feel totally comfortable when seeking help and guidance, and they do.

What Our Clients Say

Expert Advice & Latest News

Bonus for retaining staff when CJRS comes to an end

New grants to boost recovery of small businesses

Waiver of dividends and remuneration

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