Tax planning and mitigation

The most well-known taxes in the UK are income tax, capital gains tax, inheritance tax and VAT but of course there are many more that we pay during our lives whether we realise it or not.

Planning to avoid paying tax is not illegal or immoral and in fact has been actively encouraged by successive Government’s which allow products with tax incentives to encourage saving, pension contributions and funding into smaller growing UK businesses.

There are many ways to save or reduce tax liabilities which can involve effective structured planning or the purchase of insurance, investment and pension plans.  As part of your overall strategy, we assess your current financial situation and plans for the future and offer advice on how to become as tax efficient as possible both now and ongoing.

The Financial conduct authority does not regulate Estate and Tax Planning