Bree Wealth & Tax Fees

As you would expect, the more complex your requirements, the more our fees would be. We will always agree with you any fees before undertaking any work on your behalf.

Below are some examples of the work our clients ask us to prepare and how much this may cost. Please remember, none of us are the same. So, these are indications only, you may pay more or less than this depending on your personal requirements.

If you would like to ask us a specific question about fees, just click here and we would be happy to reply to you promptly.


Transaction Fees


Your initial advice report will include an assessment of your investment experience and appetite; research and advice on suitable solutions which match your investment criteria; and advice on the tax implications of any recommendations.

Where you have existing pensions, we can undertake a review of them which would encompass assessing the flexibility of the pension, the investment performance, and also the cost of the pension. You might be surprised to know that the cost from one pension to the next can vary significantly, which ultimately eats into your retirement savings.