Tax & Estate Planning

The UK presents one of the most complex tax system in the modern world.  We are constantly exposed to the impact of tax which can have a profound impact on investment returns and our overall wealth.

There is a vast range of taxes in the UK but, thankfully, there are a number of reliefs and allowances available for private individuals and companies.

Our overall Wealth Management proposition ensures that a strategy is adopted which minimises the impact of these taxes allowing you to retain more of your wealth.

Although tax should not be the determining factor of any investment, ensuring that assets are held in the correct tax wrapper can have a profound impact on investment returns.

Although we have seen some improvements in the rules regarding Inheritance Tax it remains one of the most punitive taxes in the UK.  Estate planning ensures that your wealth is passed on after your death.  Within the remit of Inheritance Tax rules, there are a number of valuable reliefs and allowances along with a number of effective planning solutions which can result in substantial tax savings in the future.

The Financial Conduct Authority does not regulate Tax & Estate Planning