Company lists · Data refreshed September 2026

Top 20 Tax-optimization investment companies based in the United Kingdom

RevenueBase identified 43 tax-optimization investment companies headquartered in the United Kingdom as of September 2026 and tracks 499 professional contacts across them, including 248 with verified work emails. London is the largest hub.

This list covers tax-optimization investment companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 22, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
43Companies
499Contacts tracked
248Verified emails
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The 20 largest tax-optimization investment companies based in the United Kingdom

Ranked by team size
Top 20 of 43 tax-optimization investment companies based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to tax-optimization investment companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLondon, United KingdomHQ checked Sep 22, 2026201-500309 contacts →

Partial evidence

“WTax manages and maximizes foreign withholding tax relief and reclaim entitlements for investors and financial institutions.”

Source: RevenueBase Database · checked Sep 22, 2026
2Partial evidenceNewport, United KingdomHQ checked Sep 22, 202611-5035 contacts →

Partial evidence

“Wave goodbye to conventional tax advisors.”

Source: RevenueBase Database · checked Sep 22, 2026
3Partial evidenceCaterham, United KingdomHQ checked Sep 22, 202611-5014 contacts →

Partial evidence

“Champ Consultants are Chartered Tax Advisers as well as a qualified accountants.”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceIpswich, United KingdomHQ checked Sep 22, 202611-507 contacts →

Partial evidence

“We hope to offer you peace of mind from the worries of unexpected costs, reacting to market ups and downs and tax planning by providing a personal, professional service.”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceWimborne, United KingdomHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“Our team take a truly holistic approach to your individual financial situation.”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 22, 2026501-1,0006 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 22, 2026
7Indirect evidenceLondon, United KingdomHQ checked Sep 22, 202611-505 contacts →

Indirect evidence

“Financial Relationships LLP offers a range of services backed by knowledge, expertise and experience.”

Source: RevenueBase Database · checked Sep 22, 2026
8Partial evidenceDunfermline, United KingdomHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“We provide well researched, creative, sound advice in a tax efficient way to all of our clients.”

Source: RevenueBase Database · checked Sep 22, 2026
9Partial evidenceNewmarket, United KingdomHQ checked Sep 22, 20261-103 contacts →

Partial evidence

“At Moyes Investments, we respect that money is not everything but we also know it represents something to you.”

Source: RevenueBase Database · checked Sep 22, 2026
10Strong evidenceWellington, United KingdomHQ checked Sep 22, 20261-102 contacts →

Strong evidence

“Belmore FP are financial planning and investment advisors who can work with you to help minimise risk, cost and taxes and give you the best chance of achieving your goals.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceCity Of London, United KingdomHQ checked Sep 22, 202611-502 contacts →

Indirect evidence

“Porta Wealth Management is a Wealth Management and Financial Advice company based in the City of London.”

Source: RevenueBase Database · checked Sep 22, 2026
12Strong evidenceMilton Keynes, United KingdomHQ checked Sep 22, 202611-502 contacts →

Strong evidence

“Radius is a specialist provider of tax-efficient investment products, offering investors access to high quality investment opportunities, which feature the attractive tax-savings…”

Source: RevenueBase Database · checked Sep 22, 2026
13Indirect evidenceColchester, United KingdomHQ checked Sep 22, 202611-502 contacts →

Indirect evidence

“Emery (IFA) Limited provides a wide range of financial advice, management and planning services to businesses and individuals.”

Source: RevenueBase Database · checked Sep 22, 2026
14Strong evidenceLondon, United KingdomHQ checked Sep 22, 20261-102 contacts →

Strong evidence

“Our purpose at RAM is to provide professional financial advisers with a range of tax efficient and specialist investments which they can use to diversify private clients’…”

Source: RevenueBase Database · checked Sep 22, 2026
15Partial evidenceNeston, United KingdomHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“At Moneyscience, our expertise lies in reshaping your financial future with specialized investment strategies and bespoke financial planning.”

Source: RevenueBase Database · checked Sep 22, 2026
16Strong evidenceNewport, United KingdomHQ checked Sep 22, 20261-101 contacts →

Strong evidence

“Specialist in Investment Portfolio Design, Retirement Planning, Inheritance Tax and Tax Planning.”

Source: RevenueBase Database · checked Sep 22, 2026
17Partial evidenceBelfast, United KingdomHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“This investment company initially focused on property solutions - for commercial, residential & apartment properties Diversifying into start-up businesses - Supporting | Inspiring…”

Source: RevenueBase Database · checked Sep 22, 2026
18Partial evidenceLondon, United KingdomHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“We are experienced specialists in unlocking tax saving opportunities for clients who buy, build, extend or refurbish commercial properties throughout the UK.”

Source: RevenueBase Database · checked Sep 22, 2026
19Strong evidenceLondon, United KingdomHQ checked Sep 22, 20261-101 contacts →

Strong evidence

“We specialise in providing bespoke wealth advisory and investment services with embedded tax efficiency for clients seeking financial freedom and security.”

Source: RevenueBase Database · checked Sep 22, 2026
20Partial evidenceGloucester, United KingdomHQ checked Sep 22, 20261-101 contacts →

Partial evidence

“R D Wealth Management (RDWM) provides a high-level professional service that combines financial and investment advice, retirement planning and legal or estate planning making use…”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 20 of 43 tax-optimization investment companies based in the United Kingdom

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Tax-optimization investment companies based in the United Kingdom at a glance

As of Sep 22, 2026
49.7%Verified-email coverage
11.6Average contacts per company
1-10Median size (employees)
32.6%Largest-city concentration · London
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
12
51-200
2
201-500
2
501-1,000
1

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 43 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among tax-optimization investment companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “tax-optimization investment companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names tax-optimization investment companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among tax-optimization investment companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 248 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names tax-optimization investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many tax-optimization investment companies are there based in the United Kingdom?

RevenueBase identified 43 tax-optimization investment companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

WTAX, headquartered in London, tops this list with the largest team on record.

Which city has the most tax-optimization investment companies?

London leads with 14 headquartered companies, followed by Belfast (1) and Bristol (1).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 248 verified decision-maker contacts tracked across these 43 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.