TAX PLANNING

As individual wealth grows so does the tax implications. By intelligently structuring your affairs you can benefit from considerable advantages and tax savings. We advise on the planning and implementation of tax efficient arrangements for private clients, drawing on the experience of our consultants.

There is an extensive range of tax mitigation vehicles available to the wealthy investor, and our specialist team of advisors will provide advice and recommendations to suit your requirements:

Income Tax Planning - Income tax relief is attainable, and for the higher earner we can advise on how best to achieve savings.

Capital Gains Tax Planning - We provide advice on the exemptions and relief available to the private investor, to reduce or even eliminate your tax bill when selling or transferring a valuable asset.

Inheritance Tax Planning - By taking advice as early as possible you can reduce or even eliminate the impact that inheritance tax can have on the value of your estate. Careful planning will ensure your wishes are carried out during your lifetime, and afterwards. This is an area where we work closely with our professionals (solicitors and accountants) to obtain optimum results.

The Financial Services Authority does not regulate some forms of tax advice.