Tax Planning
No-one wants to pay too much tax, but many people end up inadvertently paying more tax than they need to. We help our clients arrange their financial affairs in such a way that they make maximum use of their annual allowances to minimise their yearly tax bill. We also recommend on bespoke measures to avoid capital gains tax, help families limit their liability to Inheritance Tax, and offer advice to businesses on reducing their Corporation Tax bill.
We can help you save and invest as tax-efficiently as possible, making the most of your annual tax-free allowances for ISAs and pensions. Our advice also covers the tax benefits of riskier and more complicated investments like Venture Capital Trusts or Enterprise Investment Schemes.
For families, we can recommend on arrangements like trusts that can help them transfer wealth tax-efficiently down the generations. For businesses, we can explain the tax advantages of pension and protection plans for directors and employees.
The Financial Conduct Authority does not regulate Tax Advice.
VCTs are high risk investments and there may be no market for the shares should you wish to dispose of them. You may lose your capital.
Enterprise Investment Schemes (EISs) are very high-risk investments. An EIS investment is usually concentrated in one single unquoted trading company. Often there is no market for the shares and it may therefore be very difficult to make a disposal. There is a strong possibility of the chosen company failing.
