Managing my tax

Navigating the UK tax system can be difficult. The more tax you pay, the harder your investments need to work to achieve your financial objectives. We can help with  tax management, showing you how to plan for tax as part of your overall wealth management strategy.

Money being passed to the next generation can quickly become eroded by tax if your investments are not structured in the right way. We can help you gain the full benefit of your hard-earned assets, whether you are building your career or already starting to plan for retirement. 

Talk to us about dividend and savings income, pension planning, Capital Gains Tax and Inheritance Tax planning.

Did you know that the personal allowance – the amount that you can earn before you start paying Income Tax – has increased to £12,570? Similarly, the higher rate threshold – the point at which you will start to pay 40% Income Tax – has risen slightly to £37,700 of taxable income or £50,270 of gross income. 

Both have been frozen until 2025/26, and the additional rate tax threshold of £150,000 remains unchanged.

Support at all stages of life

You can begin to focus on tax planning at any stage in your life journey, but it is always best to start as early as possible.

Starting your financial journey

Growing your wealth

Owning your business

Protecting your wealth



“We worked together to maximise my wealth to benefit my family and myself. I am impressed with their responsiveness and regular contact, which ensures that I do not miss out on opportunities relevant to my circumstances.”

Partner, Deloitte

“The advice I receive from Morrinson Wealth is always clear, relevant and consistent, helping me to understand how I can adapt in line with my career development and the ever-changing market environment.”

MD & Partner, Accenture

“Getting the best out of your money is often a daunting test to approach, especially when balancing work and life priorities. The Morrinson Wealth team have really helped me to define a strategy with clear actions.”

Product Strategy Leader, EMEA at Oracle

*Accountancy Services would be way of a referral, as there services are separate and distinct to those offered by St. James’s Place. 

Contact us

Book a call with one of our experts today and take the first step towards establishing and achieving your financial goals.