Many potential clients are needlessly paying tax on their investments or pay Inheritance Tax when it could be reduced or avoided.

Tax Planning & Financial Advice

We avoid and are firmly against the legal, but morally bankrupt schemes typically held in the Bahamas or Cayman Islands, which some famous individuals have made use of.

We do help you make use of tax allowances each year with the aim of helping to improve your investment returns. It might surprise you that, even ignoring ISA allowances and pension plans there are more tax savings to be had. For example you can hold between £1 and £50,000 in secure Government backed guaranteed savings without having to pay tax. You can also invest between £5,000 and £200,000 with all profits being automatically exempt from tax, plus get an additional one off tax rebate of up to 30% of the amount you invest. To qualify for these tax savings you must commit to investing for at least five years and take a degree of risk.

These are just a few examples of the allowances and exemptions we can help you find in the complexities of the UK tax system.

Please remember taxation depends on individual circumstances as well as tax law and HMRC practice which can change.

Please be aware you are not certain to make money, you may incur a loss as investments can go down as well as up.

If you would like to know more about moral tax efficient savings, please give us a call on the number below. We will be delighted to have a chat.