The CGA has expertise in investment strategy and inheritance tax planning incorporating trusts and wills. Regular Inheritance Tax and Investment seminars are held across the country and specialist advisers frequently travel to meet clients on a one to one basis.

CGA Consultants are on hand to provide advice on a diverse range of financial matters – both large and small – including PEP transfers, Individual Savings Accounts, offshore investments, best deposit rates, unit trusts and investment bonds.



While it is always prudent to plan early, it is never too late to ensure that the best possible financial strategy is in place to meet the ever-rising costs of private education. The CGA often advises Grandparents wishing to contribute towards their grandchildren’s fees.



CGA Consultants have a genuine understanding of this complex area and are backed by an exceptional depth of knowledge. Rob Gaines, the CGA’s Chief Technical Adviser, is well known within the industry in his capacity as author of the Pensions Factbook. Dealing with both personal arrangements and company schemes, the CGA offers a wide range of appropriate and secure solutions.