Estate & Tax Planning

“Tax does not have to be too taxing.”

In these times of low interest rates reducing the tax you pay has never been more important. Tax considerations play a vital part in our advice process.

We can help you avoid the pitfalls and keep your tax to a minimum by advising you on the tax reliefs that are available to you through investing and managing your income.

In addition, we can help ensure that your estate is passed to your beneficiaries in accordance with your wishes, and with as little inheritance tax paid as possible.

We can also help you identify ways to reduce the amount you pay on income tax, capital gains tax, and corporation tax and will work with your accountant and other professional advisers where appropriate.

N.B. The Financial Conduct Authority (FCA) does not regulate tax-planning or estate planning.