COVID-19 Notice: Thomas Carroll remain committed to putting our clients at the forefront of what we do. In light of Caerphilly county being placed under local lockdown from 6:00pm on 8th September 2020, we wanted to remind you that we are fully operational whilst working from home, so that we can continue to provide the same quality service that you normally enjoy from our team. To find a contact number for a member of our team, please click here.

Visit our COVID-19 risk management updates and advice hub here. If you’re in business, we have produced a number of guides, checklists and templates to help with your return to work preparations and ensuring your workplace is safe for your employees in these challenging times.


An important part of financial planning is to consider the impact of taxation.

By making full use of tax efficient strategies, you can mitigate the impact of income tax, capital gains tax and inheritance tax. An effective tax planning strategy uses lawful reliefs and allowances to minimise the amount of tax you have to pay.

Informed tax planning can make a significant difference. At Thomas Carroll Wealth Management, we have access to specialist tax planning schemes and work alongside other professional advisers to ensure the optimum outcome for you.

By assessing your financial situation and looking at your future goals, we can help provide a suitable solution.

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