TAX PLANNING

We understand that we all must pay our taxes to the government to contribute to the welfare cost of this country and to benefit all of us in some form or other; however, with careful planning on some forms of taxation such as income tax, capital gains tax and inheritance tax we can help limit the government taking a larger slice of your assets than is necessary.

We can help in providing solutions to minimise the effects of taxation upon your income and capital with our qualified advisers, who will undertake a full financial review of your current financial situation now and your future position and advise you on how best to structure your investments/affairs to reduce the effects of the following:-

• Personal Allowances & Income Tax
• Capital Gains Tax
• Inheritance Tax

Tax avoidance is the legitimate means of reducing a tax liability and must be distinguished from tax evasion which is the employment of unlawful methods to circumvent paying taxes and is a crime.

The Financial Conduct Authority does not regulate some forms of tax advice.

A no obligation meeting can be arranged at our expense to see if we can be of assistance in this area, and this can be at your home, office/work place or our office.