Personal Tax Planning

The right
service for you.

  • Call now on 01207 581 599
  • Free initial consultation
  • No hidden extra charges
  • All explanations in Layman's Terms
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We offer advice on all areas of personal tax planning, tailored to meet your needs.

We can advise on:

Income Tax

Areas that we cover are

  • Company Cars and Fuel Benefits
  • Salaries v Dividends
  • Salary Packages

Personal Financial Planning

We work with carefully selected firms of IFA’s (Independent Financial Advisors) to explore whether any of the following could help with your tax position:

  • Retirement Planning
  • Savings and Investments
  • Tax efficient investments – (SEIS, EIS and VCT)
  • Tax efficient savings

Capital Gains Tax

Planning when to sell assets could lead to significant tax savings, please seek advice before committing to any sale.

Inheritance Tax and Estate Planning

Many people now have estates in excess of the Inheritance Tax Limits of £325,000 per person.

We feel that it is important to look at all clients’ financial positions to establish if they have an Inheritance Tax Liability or not.

If they have, we look at the options available to them to help reduce the tax paid.

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