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I have benefitted significantly from the financial advice and assistance given by Terry and his colleagues over the past 30 years, and this has involved financial investment, house purchases as well as accountancy.

- Professor Sir Keith Porter, Professor of Clinical Traumatology, Queen Elizabeth Hospital Birmingham

News and Events

01 August 2016
Capitax Financial Management

First-time buyer incomes are £16,000 per year above average. Find out more

29 July 2016
Capitax Financial Management

UK unemployment rate falls. Find out more

26 July 2016
Capitax Financial Management

“Millennials ‘set to earn less than Generation X'. Find out here

25 July 2016
Capitax Financial Management

What is the true cost of the summer holidays? Find out here

22 July 2016
Capitax Financial Management

ABI issues warning to Pokémon Go players, see more here

15 July 2016
Capitax Financial Management

Parents fined £5.6 million. Find out here

03 June 2016
Capitax Financial Management

What are the most expensive UK seaside towns? Find out here

27 May 2016
Capitax Financial Management

Contactless and debit cards thrive, read more here

16 May 2016
Capitax Financial Management

Rare 1933 penny sells for £72,000, find out more here

12 May 2016
Capitax Financial Management

UK a nation of adult piggybank savers, find out more here

11 May 2016
Capitax Financial Management

Equivalent of £10 million paid out every day in protection claims, find out more here

10 May 2016
Capitax Financial Management

'Bank of mum and dad’ lends £5 billion a year in UK, see more here

28 April 2016
Capitax Financial Management

Three-day working weeks? Read more here

27 April 2016
Capitax Financial Management

There’s £37 billion gathering dust in British homes. Find out more here

26 April 2016
Capitax Financial Management

Which sector loses the most days in poor productivity?. Find out more here

22 April 2016
Capitax Financial Management

Osborne warns firms not to cut perks on back of National Living Wage. Find out more here

13 April 2016
Capitax & Co (Tax Consultants) Ltd.

New Dividends Allowance 2016/17 – how will it affect you? see here

11 April 2016
Capitax & Co (Tax Consultants) Ltd.

For the latest Tax rates, please see here

8 April 2016
Capitax & Co (Tax Consultants) Ltd.

See the March Budget 2016 Key Points here

1 April 2016
Capitax Financial Management

How much are you paying to run your home? Find out more here

9 March 2016
Capitax Financial Management

Are you guilty of these financial mistakes?

7 March 2016
Capitax Financial Management

How much has Eurozone unemployment fallen by? Find out here

2 March 2016
Capitax

Would you pay with your face? Find out more here

29 February 2016
Capitax

How much does it really cost to raise a child from birth to the age of 21? Find out here

26 February 2016
Capitax

A third of savers dip into their rainy day fund. Find out more here

19 February 2016
Capitax Financial Management

Don't be an ostrich about your finances, read more

15 February 2016
Capitax

Flood losses have hit £526 million. Read more here

12 February 2016
Capitax

What is the true cost of Valentine’s Day? See the stats here

05 February 2016
Capitax

What’s in a street name? Find out here

02 February 2016
Capitax

Are you losing out by underestimating your bills? Read more here

01 February 2016
Capitax

UK government borrowing falls in December. Read more here

19 January 2016
Capitax

Did you know that obesity could cause around 700,000 new UK cancers by 2035? Find out more here

18 January 2016
Capitax

Half of small firms struggle with automatic-enrolment. Read the story here

16 January 2016
Capitax

How much has family debt risen by? Find out here

15 January 2016
Capitax

Who won the second half of the £66 million National Lottery jackpot? Find out here

13 January 2016
Capitax

Did you know a quarter of people need help to survive in January? Find out more here

11 January 2016
Capitax

How much did borrowing increase before Christmas? Find out here


Financial specialists to the Medical Profession

Capitax was established to satisfy the demand by Consultant Doctors in response to their challenges of taxation, accountancy, mortgages, life assurance, income protection, critical illness, trusts, investment properties and estate planning.

Over the past 30 years the Capitax team, with the leadership of Terry Ievers, – whose financial services experience extends back to 1976 – has developed a robust business with an outstanding reputation in the medical profession throughout the UK, providing service, quality and reliability.

Capitax is a team of experienced, committed and professional staff based in Solihull, with continuing education and use of the latest technology. We effectively manage client financial risks and opportunities, providing a holistic wealth-creating and tax planning service for our clients with whom long-term relationships are developed.


YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

We normally charge a fee for mortgage advice, however this will be dependent on your circumstances. Our typical fee is £345.

Some of the products/services shown above are not or may not be regulated by the Financial Conduct Authority.

Capitax Financial Management (FCA no. 403784) is an Appointed Representative of Personal Touch Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.

HM Revenue and Customs   Council of Mortgage Lenders