Tax Planning

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Planning
& Protection

We offer complete financial planning and advice, covering all your needs whether you are an individual, a business or a trust, taking into account your individual objectives and priorities. 

Tax Planning

Tax Planning has an important role to play when considering your financial future. By carefully considering the tax implications of your financial plans we can reduce the amount of tax you have to pay, thereby increasing your disposable income.

Income Tax

We work with our clients to develop plans to mitigate income tax which is payable on income, bank interest and dividends amongst other things.

Capital Gains Tax

Capital gains tax is payable on any profits resulting from the disposal of assets such as investment property, stocks and shares and investment bonds. We can help you make use of the various reliefs available to reduce the tax burden. 

Inheritance Tax

Inheritance tax may be payable if your estate is valued in excess of the Nil Rate Band (£325,000 until 2017/18) at the time of your death. This tax is charged at 40%, so with house prices rising again, more and more people are being caught by this tax. We can advise you how careful use of will planning and associated investment strategies can help to mitigate this tax.

If you would like to find out more contact us.

The Financial Conduct Authority does not regulate tax advice.