Tax Planning

Tax planning affects all aspects of financial planning. Some of the areas that tax can affect are:

• Capital Gains Tax on your savings and investments
• Inheritance Tax on your death or when you make gifts
• Tax relief on your pension contributions
• Tax-free lump sum from your pension fund on retirement
• Tax-free growth on your savings

We will work with you to ensure your finances are arranged in the most tax-efficient way. This will allow you to enjoy all the tax advantages that are available whilst growing your wealth and then to protect that wealth from being taxed unnecessarily.

If your tax affairs are more complex, we will work with your accountant to ensure that you are taking advantage of all the tax allowances and reliefs that are available.