At TaxKings, we go beyond annual accounts. Many of our clients in Dundee, Perth, and the surrounding areas wanted more than just compliance—they needed help building wealth, planning for retirement, or passing assets on tax-efficiently.
TaxKings Wealth
Financial Planning for Business Owners & Landlords in Dundee & Perth
Why We Launched TaxKings Wealth
That’s why we created TaxKings Wealth in partnership with Equity & General—regulated financial planners who share our straight-talking, no-nonsense approach.
Now, you benefit from one integrated team covering tax, mortgages, accounting, and financial planning—all aligned to help you get ahead.
What You Can Expect
TaxKings Wealth brings clarity and confidence to your financial decisions, whether you’re growing your business or restructuring your property portfolio in Dundee or Perth.
Our in-house team works closely behind the scenes to ensure every part of your financial setup supports your wider tax strategy—so there’s no confusion, no duplication, and no missed opportunities.
We provide joined-up advice across:
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Financial planning
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Tax-efficient investment strategies
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Lending and mortgage support
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Wealth protection
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Business exit and succession planning
Property-Specific Financial Advice
If you’re an active or aspiring landlord in Dundee, Perth, or nearby towns, you’ll know that most advisers don’t truly understand the property sector. We do—because we work with landlords daily.
We combine financial planning with smart tax advice to help you grow and protect your portfolio with confidence.
Our services include:
Tax-smart investing
Make better use of company funds, ISAs, pensions, and explore EIS, VCTs, and other efficient vehicles.
Retirement planning
Step away on your own terms with a clear, realistic plan—whether it’s full retirement or simply scaling back.
Mortgage & lending support
We help you navigate refinancing, portfolio lending, and limited company borrowing.
Estate & inheritance planning
Plan now to reduce IHT later and safeguard family assets with the right mix of tools and structures.
Business exit planning
Selling up? Passing on the reins? We guide you through cash extraction and exit strategies that keep tax low.
Asset and income protection
We advise on smart protection—like relevant life cover or shareholder insurance—to secure what matters most.
Book a Free Wealth Consultation
If you’re based in Dundee, Perth, or the surrounding area, we offer a free consultation to explore where you’re at—and where you want to be.
No jargon. No pressure. Just practical, joined-up advice to help you build, protect, and pass on your wealth.
