Intelligent Tax Planning

Minimise the tax you pay with a non-contentious & positive tax strategy.

Tax planning helps you minimise the tax you pay meaning more money stays in your pocket. We aim to do this by:

  • Allocating key investments to the lowest tax payers first
  • Exploiting the most effective tax exemptions available

What is Intelligent about your Tax Planning?

Tax Planning and Financial Planning go hand-in-hand. There’s no point in putting a wonderful investment solution in place if you have to pay silly amounts of tax. Our solutions will always consider tax implications – either if you are selling an asset, or for the proposed investment.

Do you charge for Tax Advice?

If tax advice is an integral part of your financial planning report, the cost will be incorporated within this. If you require a separate tax service – such as completion and submission of a tax return, or accounts prepared – our tax team would be delighted to provide a cost quotation.

When do I need to consider Inheritance Tax (IHT) Planning?

IHT planning would be very straightforward if we knew when we were going to die. Frightening, but straighforward for IHT planning !

IHT planning should be about your priorities, as most ways of avoiding or reducing your potential IHT bill is to gift or give money away (particularly using complex Trust arrangements). If you still need control of your capital, this may be a greater priority.

However, a suitable alternative could also be to put in place a life assurance plan for your beneficaries to cover the IHT liability.

If you’re at a stage of life where your capital is surplus to your needs, we can then look at saving serious amounts of tax  with careful planning.

Contact the Team

Call 020 8394 0954    Email

Where We Are

Stoneleigh Office: 77-79 Stoneleigh Broadway, Epsom, Surrey KT17 2HP

Whitton Office: 115b, High Street, Whitton, Twickenham TW2 7LG

Opening Hours

Mon - Fri  9am - 5.30pm