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Taxation

The issue of tax is always an important part of the decision-making process.  Making the most of UK tax allowances, tax bands, tax charges and benefits is an important part of any financial plan. 

Income Tax, Capital Gains Tax and Inheritance Tax are the taxes that affect most.  Depending on your circumstances it may not be possible to avoid certain types of taxation, but it will be possible to structure a plan that will ensure you do not pay any more than you have to.  Efficient tax planning is the key to maximising your wealth. Many tax planning strategies are simple and cost effective, while others need more specialist advice in areas such as the establishment of Trusts or tax planning through pension arrangements.

We are happy to talk to clients about tax matters, whether as a single issue or as part of an overall financial review. With very few clients taking maximum advantage of the allowances and tax mitigation strategies available to them we are confident that we can, in most cases, identify areas of potential tax saving.

The Financial Conduct Authority does not regulate tax advice.

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