Taxkings Wealth

At TaxKings, we don’t just look backwards at last year’s accounts. We help our clients build forward—whether that’s growing a property portfolio, planning an exit, or passing wealth on to the next generation.

Why We Created TaxKings Wealth

We know great tax planning is only one part of the puzzle. So we’ve partnered with Equity & General, a team of regulated financial planners who share our ethos: real advice, no hard sell, no nonsense.
Together, we created TaxKings Wealth. One joined-up team. Tax, accounting, mortgages, and financial planning all under one roof.

How We Help You Grow & Protect Wealth

We work together behind the scenes to make sure your financial plan matches your tax strategy. No more gaps. No more crossed wires. Just better outcomes. If you’re already a TaxKings client, you know we do things differently. With TaxKings Wealth, you’ll get the same clear, no-fluff advice across:

  • Financial planning
  • Tax-efficient investing
  • Mortgage & lending solutions
  • Wealth preservation
  • Business exit planning

Specialist Planning for Landlords

Most financial advisers don’t understand landlords. We do—because it’s what we specialise in.
From using surplus company profits to invest tax-efficiently, to succession planning for your property empire—this is where tax and finance advice come together.
If you’re building, managing, or restructuring a property portfolio, TaxKings Wealth offers advice tailored to:

Limited company landlords and FHLs

Mixed-use portfolios and SPVs

Buy-to-let mortgage reviews and refinancing

Portfolio restructures for tax or lending purposes

Inheritance tax planning using FICs, trusts, and tailored structures

Tax-efficient investing

Use your company, pension, and ISA allowances wisely. Explore options like VCTs, EIS, and more.

Retirement planning

Build a plan that lets you slow down, step away—or retire completely on your terms.

Mortgage & lending support

Whether it’s buy-to-let refinancing or limited company lending, we can find the best fit for your portfolio and structure.

Inheritance & succession planning

Reduce or eliminate IHT exposure and protect family wealth using trusts, FICs, and structured gifting

Business exit & cash extraction

If you’re planning to sell, scale back, or pass the reins, we help you do it tax-efficiently and on your terms.

Risk & protection planning

Protect your assets, income, and family with smart insurance strategies—including relevant life cover and shareholder protection.

Book a Free Wealth Review

Let’s explore how we can help—no pressure, no jargon.

We’ll talk through where you are, where you want to be, and how to get there with the least tax and most peace of mind.

Book a Free Reveiw Today