Service
Wealth Management Support Services in Glasgow
Tax-side support for your financial plan, working alongside your FCA-authorised adviser. Fixed fee agreed up front, ACCA-regulated.
Overview
The Tax Figures Behind a Sound Financial Plan
Countify supports the tax side of wealth planning in Glasgow: income and capital gains tax projections, pension allowance checks, inheritance tax estimates and the records your financial adviser needs. We are accountants, not investment advisers — we do not recommend or arrange investments. Where you need regulated financial advice, we work alongside your FCA-authorised adviser, or can suggest you find one through the FCA register.
Primary sources: Tax on your private pension: pension tax relief (HM Revenue & Customs), Capital Gains Tax (HM Revenue & Customs) and Inheritance Tax (HM Revenue & Customs).
What you get
Wealth Management Support Services in Glasgow
Good financial advice depends on accurate tax numbers. We prepare the figures — taxable income on Scottish rates, gains and losses carried forward, pension annual allowance headroom, the estate's inheritance tax exposure — so the adviser you choose can build the plan on facts rather than estimates.
Key benefits
Income tax and CGT projections on Scottish rates
Pension annual allowance and carry-forward checks
Inheritance tax estimates for the estate
Clear, adviser-ready tax summaries
Coordination with your FCA-authorised financial adviser
Why choose Countify
Wealth Management Support, done right.
Investment advice is a regulated activity, and Countify does not provide it. What we do is make sure the tax position under any plan is right — before decisions are made and when the returns are filed — and that your adviser, solicitor and accountant are working from the same numbers.
How we work
Predictable, fixed-fee engagements.
Wealth Management Support starts with a free discovery call. From there, we agree the scope and fixed fee upfront, so there are no surprises on your invoice. Once instructed, we deal directly with the relevant records, authorities and software access needed for this service.
- Step 01
Free discovery call
A 20-minute chat to understand your wealth management support needs, deadlines, and current records.
- Step 02
Fixed-fee proposal
We confirm the wealth management support scope and price in writing through an engagement letter.
- Step 03
Onboarding & delivery
We collect the information needed for wealth management support and keep each agreed deadline visible.
For wealth management support, we support clients in Glasgow city centre, across Scotland, and throughout the UK via Xero, QuickBooks Online, FreeAgent and secure document sharing. Day-to-day contact is with your named accountant.
Pricing
Fixed monthly fees
- Sole trader package
- from £35/month
- Limited company package
- from £95/month
Prices vary with scope and the state of your records. Your fixed fee is agreed in writing before any work starts. Wealth Management Support is quoted as part of that fixed fee or as an add-on.
See full pricing
Your accountant
Founder & CEO · Fellow Chartered Certified Accountant
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5.0 on Google · 8 reviews- ACCA regulatedFirm no. 4549994
- AML supervisedby ACCA
- ICO registeredZA683204
- Companies HouseSC589649
Related guides
Read more about
wealth management support.
What is wealth management support?
It is the tax and accounting side of financial planning: projecting income tax, capital gains tax and inheritance tax, checking pension allowances and keeping records that support the plan. The investment advice itself comes from an FCA-authorised financial adviser.
Does Countify give investment advice?
No. Countify is a firm of accountants and is not authorised by the Financial Conduct Authority to advise on or arrange investments. We work alongside your FCA-authorised adviser on the tax implications of their recommendations.
How do I check a financial adviser is authorised?
Search the Financial Services Register on the FCA website. It lists every authorised firm and individual adviser and the activities they are permitted to carry out.
What does Countify provide to my adviser?
Typically your current taxable income and Scottish tax band, capital gains and losses carried forward, pension contribution history for annual allowance carry-forward, and an inheritance tax estimate — prepared with your consent.
Get started
Take control of your
numbers today.
Free, no-obligation consultation. We agree the fee upfront — no surprises.
5.0 on Google · 8 reviews- Fixed fee agreed in writing before work starts — no surprise bills.
- Switching is handled for you, including the professional clearance letter.
- A named accountant who knows your business, not a call queue.