Fraser Thomson- Managing Director
Fraser McPhate - Chartered Financial Planner
Mandy Graham - Adviser
It is often the case that finances can become overly complicated and with no cohesive plan or strategy.
Wylie & Bisset's Wealth Management service has been designed to provide a simple and effective platform to maintain, manage and plan your short, medium and long-term finances.
The Wealth Management service includes:
An administration platform where you total assets can be viewed and regularly revalued.
A complete tax management services designed to reduce to a minimum to income and capital gain tax liability on investment and potential inheritance tax on assets.
Access to a comprehensive range of investment products including pension, individual savings accounts, investment bonds, direct share dealing deposit funds onshore and offshore unit trusts etc
A gateway to a full range of investment funds at often heavily discounted charged.
By holding all your assets on one platform you can benefit from considerable economies of scale, reducing charges and increasing net returns.
The period leading up to the tax year on the 5th April is one of the best times to review your taxes and finances. Download our summary of the more important year-end tax tips to help you identify areas that should be considered
Tax Planning Supplement - 2010
Budget 2010 Download our comprehensive guide to the Chancellors Budget 2010.
News for Charities
Our next charity seminar is scheduled to take place on Wednesday 3rd November in Glasgow. Further details will be posted in the Summer.
Training Workshops Our internal audit team are currently offering a programme of training workshops. Click Training Workshops for more details.
Free Meeting Room Hire through Wylie & Bisset
Companies Act Implementation Oct 2008 - An outline of the changes
Capital Allowances The New Rules
Thu 29 July
Compulsory retirement age to be retired
The government is proposing to scrap the default retirement age of 65 by October 2011.
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Wylie & Bisset LLP, a limited liability partnership is registered in Scotland (No. So 301911). Registered Office: 168 Bath Street, Glasgow, G2 4TP Where the expression "partner" is used this means a member of Wylie & Bisset LLP Registered to carry on audit work by the Institute of Chartered Accountants of Scotland Firm Member of Insolvency Practitioners Association.