Tax Planning

Paying tax is unavoidable, but there are many ways in which you can mitigate your liability. These may include:

• portfolio planning to take account of the differing tax treatment of various investment types
• benefitting from the tax relief on your pension contributions
• using the tax advantageous savings in an ISA
• minimising Capital Gains Tax and Inheritance Tax bills

To review your tax situation or seek clarification on your tax treatment please contact us. Please be aware that under the Financial Services Act we are not Tax Advisers, but can give assistance, however for tax advice you should seek the advice of a suitably qualified Accountant.