Many higher-rate and additional-rate taxpayers are actually paying more tax than they need to, missing out on higher rate pension tax relief* and not taking steps to reduce inheritance tax. Keeping up with the intricacies of the UK Tax system is challenging. Our financial planners can help you identify the optimal structure to help you grow, preserve and pass on your wealth.
Our areas of expertise
Tax structures
With hundreds of reliefs available and a constantly changing rulebook, the key to tax-efficiency is to find the best tax arrangements for you as an individual – to suit your personal circumstances and minimise your tax bill.
Inheritance tax
Each family’s circumstances are unique, but everyone wants to make the transfer of wealth from one generation to the next as smooth as possible. Tax management is an important part of making that happen. Reducing your inheritance tax (IHT) liability will ensure you can pass as much of your wealth on to loved ones as possible, rather than the tax man.
Capital gains tax
While CGT is one of the more complicated taxes, it also offers many reliefs and exemptions. We can guide you through the maze of tax reduction strategies to find the ones that work best for you.
Are you aware of the 60% income tax trap?
Pay less inheritance tax for a bigger legacy
Let us answer your initial questions
Frequently asked questions
Can Tax Planning reduce my tax bill?
Why is Tax Planning important?
Isn't it illegal to pay less tax?
Isn’t Tax Planning a matter for my accountant?
Do I have to pay for an initial consultation?
How can I find an office near me?
Retirement Planning
Bespoke Investment Management
See how Tax Planning could benefit you
We have a team dedicated to supporting people like you. Please get in touch to discuss your financial needs today.