At TaxKings, we’ve always believed that looking ahead is just as important as looking back. While we’re known for handling tax and accounts, many of our clients in Kilmarnock, Stewarton, and across the West of Scotland needed more—support with growing their investments, exiting a business, or protecting wealth for future generations.
TaxKings Wealth
Financial Planning for Business Owners & Landlords in the West of Scotland
Why We Created TaxKings Wealth
That’s why we launched TaxKings Wealth, in partnership with regulated financial planners from Equity & General.
No sales pitch. No jargon. Just practical, forward-thinking advice.
Now, you get a complete team—covering tax, accounts, mortgages, and financial planning—all working in sync.
What We Offer and How It Works
Our approach is built around simplicity, strategy, and real results.
Behind the scenes, your accountant and financial planner work together—making sure your plan is joined up and tax-efficient from day one. Whether you’re building a property portfolio in Stewartonor thinking about retirement near Kilmarnock, we’ll help you get there with confidence.
As a TaxKings Wealth client, you get integrated financial advice that supports your wider goals:
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Strategic financial planning
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Tax-smart investing
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Lending & mortgage solutions
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Safeguarding your wealth
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Business exits and long-term planning
Property-Focused Financial Planning for Landlords
Most financial advisers aren’t equipped to advise landlords. We are.
From reinvesting company profits to succession planning for your rental empire, we align tax strategy with financial planning—so you’re always one step ahead.
If you’re active in the West of Scotland property market, you’ll benefit from advice tailored to:
Tax-efficient investing
Use your company, pension, and ISA allowances wisely. Explore options like VCTs, EIS, and more.
Retirement planning
Build a plan that lets you slow down, step away—or retire completely on your terms.
Mortgage & lending support
Whether it’s buy-to-let refinancing or limited company lending, we can find the best fit for your portfolio and structure.
Inheritance & succession planning
Reduce or eliminate IHT exposure and protect family wealth using trusts, FICs, and structured gifting
Business exit & cash extraction
If you’re planning to sell, scale back, or pass the reins, we help you do it tax-efficiently and on your terms.
Risk & protection planning
Protect your assets, income, and family with smart insurance strategies—including relevant life cover and shareholder protection.
Book Your Free Wealth Review
We offer a no-pressure, free financial review for landlords and business owners across Kilmarnock, Stewarton, and the wider West of Scotland.
We’ll explore your current setup, your goals, and the best route to get there—reducing tax, protecting assets, and giving you peace of mind.
