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Tax Planning

Tax planning has always been considered complex, and therefore not everyone gives priority to this area of financial planning.

We consider tax planning as most important, to meet our clients’ financial planning needs.

Understanding the current legislations, how they might apply to your personal circumstances, and ensuring that you have made the best use of reliefs and allowances available to you, are all essential elements to effective financial planning.

Some of the areas of tax planning ae listed below:

  • Contributing to a pension
  • Contributing to ISAs (Individual Saving Accounts)
  • Inheritance Tax Planning
  • Business Property Relief
  • Choice of Investment Wrapper
  • Venture Capital Trusts (VCTs)
  • Enterprise Investment Schemes (EISs)
  • Seed Enterprise Investment Schemes (SEISs)
  • Utilising CGT (Capital Gains Tax) Allowance