Wealth Planning Services

We’ve partnered with financial planning specialists Contractor Wealth to help cover all your financial needs.

Contractor Wealth, part of the CMME Group, are specialists in financial planning for contractors and freelancers. Their knowledge of how you work is extensive, so you can be sure that you are in safe hands with an adviser who understands you and your remuneration structure.

Here are some of the ways they could help you hold onto more of your money:

• Review existing Pensions and Investments to make sure they continue to be suitable
• Avoid missing out on tax allowances such as ISA, Pension and CGT allowances
• Invest tax efficiently
• Assess where you are against your financial objectives
• Use your company funds to plan towards retirement

Pension Planning

Retirement planning is far too often forgotten, as many people think that there is plenty of time to think about it. However, the reality is that in order to have a comfortable retirement, you should start saving as much as you can as early as possible. Contractor Wealth’s knowledge of pension planning can help you to make the right choices to ensure that you can enjoy life in retirement.

Taxation

We understand that sometimes tax can be frustrating, so along with our partners at Contractor Wealth we’re here to help lift the burden and assist you in your tax planning, ensuring that you access all tax allowances and reliefs that you are entitled to. Of course, as an Caroola client you’ll already be getting tax planning advice to ensure you’re paying yourself from your company in a tax efficient manner. However, Contractor Wealth can then take this a step further and provide additional tax planning advice including advice on savings and inheritance tax.

Investment Planning

Contractor Wealth can offer investment advice to help you build up funds for a rainy day. Whether you want advice on an investment vehicle for an interest-only mortgage, an emergency fund for the unexpected, or to keep a bit back for the kids, they will advise you on the most suitable investment vehicles for your needs.

Speak to an expert today

Whatever your financial planning needs, Contractor Wealth can help. Speak to your Caroola accountant today or call Contractor Wealth directly on 01420 592 667 and reference Caroola for a free consultation.

Alternatively, fill in the call back form below, to be contacted at a time that’s convenient for you.

Contractor Wealth - Specialists In Tax and Pension Planning for Contractors

Monday to Thursday: 9am -7pm
Friday: 9am - 5.30pm

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Caroola Ltd is an Introducer Appointed Representative of Contractor Wealth. Contractor Wealth is a trading name of Contractor Wealth Management Limited, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Registered Office: 2 Glass Wharf, Bristol, Somerset, BS2 0FR. Registered in England and Wales number 07773485.