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Bath

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Here’s our nearest office, or alternatively our advisers are happy to visit you at your home.

The Private Office

Cambridge House

Henry Street

Bath

BA1 1BT

0333 323 9065

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Latest news and insights

news
Citywire logo awards

Citywire NMA Top 100 firm for 6th consecutive year

19th November 2024

We are proud to announce that for the sixth consecutive year we have been named as a Citywire New Model Adviser Top 100 Firm.

insights
Mother and daughter are watching television together on the sofa at home.

How equity release can reduce your inheritance tax bill

18th November 2024

Despite the housing market cooling, property wealth is at an all time high and still growing, and as a result you may find yourself paying more inheritance tax than you planned. Find out how to reduce your inheritance tax bill in this article.

news
Concept of house and property tax and wood cubes with percentage signs

HMRC increases unpaid IHT rate to 8.75%

15th November 2024

Late charges for unpaid inheritance tax jumps to nearly 9% following announcements from Labour's Autumn Budget, a change that could add significant increases to the financial burdens of bereaved families.

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21 May 2024

How to escape the tax raid on your wealth

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The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899. 

Advice Champion Services Limited and Investment Champion Online Limited are Appointed Representatives of The Private Office Limited.

Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.