Reducing the tax you pay
Our tax planning service is aimed at streamlining your investments so you don’t pay more tax than you need to. We can also help you prepare for and reduce your potential inheritance tax liability
If you’re looking for professional, friendly advice to help you get your finances in shape, you’re in the right place.
Based in Romsey and Wimborne, we are Chartered Financial Planners. This is industry’s gold standard granted to just a small number of firms based on service, integrity and quality.
We specialise in providing pensions and investment advice to individuals and businesses. You may have come to us because we were recommended by a friend, or by one of the solicitor or accountancy firms we work with.
Whether you’re preparing for retirement, wanting to make the most of investing a lump sum or planning how to pass on your hard-earned savings, we can help your money work for you and avoid costly tax mistakes.
Our tax planning service is aimed at streamlining your investments so you don’t pay more tax than you need to. We can also help you prepare for and reduce your potential inheritance tax liability
As one of the most experienced firms in family law in the area, TRPP is a specialist in helping clients through the divorce process in a fair, cost effective and straightforward manner
We can develop a tailored investment plan which you’re comfortable with to provide you with an income from your savings and investments
TRPP is an expert in the field of retirement. Whether you’re already retired or you’re planning for retirement, we can help you establish your financial needs, and devise a strategy to meet them