Trentrock Private Client Services

Trentrock is a midlands based wealth and tax consultancy. Working with a national network of leading professional partners, we deliver long term sustainable advantages to our client’s wealth by identifying and developing tailored solutions to their individual circumstances.

Our portfolio of strategies cover the following areas;

Personal Strategies we offer a full range of personal planning from lifetime wealth and estate planning, income optimisation, capital gains tax mitigation, SDLT planning and a bespoke will service.

Corporate Strategies that can help ease corporation tax, provide efficient means to extract profits, cover exit and succession planning.

International Strategies that provide Asset protection, Privacy and Tax efficiency. We are able to access Personal and Corporate International Pension Contracts, which free you from UK investment restrictions and are not subject to the annual and lifetime allowances. They are a low cost excellent platform to maximise gains, being free of income and gains tax and also IHT free with no recovery charge.

Investment Strategies that ensure your investments can grow free of income and capital gains tax, a core requirement of any serious wealth management plan. Here are my current preferred Investment Strategies – link

All of our strategies are extensively researched and put through a robust quality control process. Our core profit extraction strategies have the approval of leading tax counsel and are based on the application of clear provisions and reliefs laid down by the updated UK tax legislation.