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Tax Planning

Tax takes many forms, whether it is Income Tax, Capital Gains Tax (CGT) or Inheritance Tax (IHT). 

Effective tax planning can reduce the impact that tax has on your income and your savings, making them more tax efficient by mitigating any potential tax liabilities now and in the future. As independent financial advisers, we can consider a wide range of tax efficient solutions.

Tax planning is a complicated area of financial planning, however the result is simple. By making your money more tax efficient, you will pay less tax and retain more of your money.

The foundation of successful tax planning is first of all to understand where your potential tax liabilities are and the effect they may have on your life goals. With this understanding we are able to develop an appropriate strategy in order to make your money more tax efficient. 

Tax treatment is based on individual circumstances and may be subject to change in the future.  

The Financial Conduct Authority does not regulate tax planning. 

How Tax Efficient Are You?