Tax & Estate Planning

Do you know what tax (free) allowances you are entitled to; are you paying too much tax (have you paid higher levels of tax in a previous year)?

Saving tax is always a popular subject; by maximising the use of tax (free) allowances we may be able to reduce the amount of tax you pay. We can advise you on a range of different tax matters; the most common that we encounter are: –

• Income Tax
• Capital Gains Tax
• Inheritance Tax
• Corporation Tax
• National Insurance (it’s still a form of tax!)

Do you know how to protect the wealth you have built up in your lifetime from Inheritance Tax, whilst still retaining access to capital to meet unforeseen expenses –  such as care fees?

There are many solutions; here are a few options: –

• Business Property Relief
• Using Trusts

In regard to Estate planning; this is a complex area and the solution(s) will depend on a number of factors

We can help provide advice and solution; please contact us.

NOTE: THE FINANCIAL CONDUCT AUTHORITY (FCA) DOES NOT REGULATE TAX ADVICE SERVICES OR TRUSTS