Copia Wealth
You want to do better.
Wealth isn’t a word we should be embarrassed about. The pursuit of it is why we get out of bed on a cold morning; it builds our homes, educates our families, runs our businesses, takes us on holiday, drives us when the chips are down.
As aspirational people wealth enables us to be philanthropic, to support charities and the local economy, invest in new business ventures, help grow the UK economy, dream a little, and leave something for others to remember us by.
No shame in that.
As an owner managed business, you want to keep as much of your hard earned wealth as is legally possible, to enable you to put it to best use. At Copia Wealth & Tax it’s our job to help you achieve that. We can help you with:
Copia Wealth & Tax specialise in family run businesses. We aim to become your trusted advisor who understands the aims and objectives of the business and the ambitions of the people who own it. Armed with that knowledge, we then work with you to deliver the wealth that you want and deserve.
We work with you on the premise that it is our job to advise you on maximising your wealth.
Contact us now to start increasing your wealth straight away.
Copia Tax
Tax. Not a pleasant word, but a necessary obligation.
If we are earning, creating wealth, then we pay tax. Tax avoidance is legal (tax evasion isn’t!). At Copia Wealth and Tax, we are committed to helping you keep more of your business’s profits by reducing your tax bills legally.
As an owner managed business, you don’t want to wait until you’ve received a large tax bill to be told that you could have put certain practices in place to avoid it. That’s why we at Copia Wealth & Tax are always on hand to inform and advise you – including telling it like it is! – so that you can decide for yourself – and for your company or family – on how you want to proceed.
If you wish, we can become part of your company’s advisory team, to advise you on various matters concerning tax, including how you can legally reduce your tax bill in a straightforward and transparent way, or make a one-off pension contribution, or plan for the future.
We offer full compliance including -
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Completion of tax returns
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Preparation and submission of company accounts
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Preparation and submission of VAT returns
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Payroll and bookkeeping services
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Full audits
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Advice on IHT, CT, IT and CGT
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30 day turnaround book collection service
In addition to this we offer added value through-
We work with you on the premise that it is our job to advise you on minimising your tax.
Contact us now to start reducing your tax bill
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