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Welcome to Capitax

Financial specialists to the Medical Profession for over 30 years

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  • Capitax have provided me with personal financial and tax services since I started in Consultant practice. This advice has covered the complexities of insurance and mortgages along with guidance on the set up of private practice and it’s tax challenges. This service has always come with a prompt, friendly and individual approach.

  • - Mr Steve Green
  • Cannot fault the polite, prompt and personal touch – not to mention the variety of financial expertise.

  • - Surgeon Commander Anthony Lambert OBE
  • Terry Ievers was recommended to me as as a first class financial adviser by my first boss when I was a houseman. Terry has lived up to the recommendation fully and, suffice it to say, I still rely on his advice nineteen years later as a consultant myself! He has provided me and my wife (who is also in the medical profession) over the years with advice on income protection, life assurance and mortgages. I have always felt that he has given sound advice and he has always been patient whilst explaining financial issues to someone who finds the whole area difficult to understand. Terry and his team have also comprehensively looked after my accounts and tax affairs since my first income earning days as a houseman!

  • - Dr Jason Kendall and Dr Clare Kendall
  • 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 house purchases as well as accountancy.

    Based on my own experience I can recommend his services without any reservation.

  • - Professor Sir Keith Porter
  • We have been dealing with Capitax for the past seven years. Terry’s professionalism and expertise, with one-to-one customer service, bypasses all the rest. He makes you feel like you are his only client with his detailed work and research and no order is too small, or too big, or too complicated. He has made our life so much easier and we can’t thank him enough. To conclude, Capitax’s goal is perfection and happiness for the customer and the company surpasses this goal with great products and great prices.

  • - Dr Kalpna Gupta
  • I have received a friendly and efficient service and my interests have been looked after with impressive diligence.

  • - Dr Peter Osin

Over 30 years serving the medical profession

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.


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