Tax Planning
Tax is one of the few certainties in life. But with the right advice, it needn't be a
drain on your income. Working in conjunction with your tax adviser we offer advice on
all areas of tax mitigation, including income tax, inheritance tax and capital gains
tax.
Our bespoke service enables clients to address taxation issues by investing in a variety of
schemes that can add diversity to their portfolio whilst achieving tax relief in some cases
of up to 40%.
Working in conjunction with your tax accountant or adviser we can offer advice on tax
efficient investments such as Venture Capital Trusts and Enterprise Investment Schemes.
These types of investments use legislation introduced by the government to encourage the
development of the UK economy, whilst enabling you to offset your income tax liability
and in some cases your capital gains tax liability.
Check point:
If minimising your tax burden is important to you then make sure you talk to your IFA
about:
Please bear in mind that these products are not suitable for everyone. Such plans can only
be considered after appropriate advice has been given taking into account your individual
circumstances.