Tax Planning

Inheritance tax (IHT) is no longer a concern just for the wealthy. It is a growing concern for many people, especially homeowners who have benefited from growth in the value of their properties.

The inheritance tax threshold  or ‘nil rate band is currently £325,000 per person and millions more people are falling into the trap of paying inheritance tax every year.  At a tax rate of 40% over the ‘nil rate band this tax can severely hit the estates of married and unmarried people.  With careful long term financial planning this tax can be eliminated or significantly reduced.

 Tax Relieved Investments

We specialise in VCT’s and EIS’s which qualify for Income tax, capital gains tax deferral and Inheritance tax relief.

General Tax Planning

We have a close relationship with accountants who specialise in the mitigation of personal and business taxation.

If you would like to discuss tax planning call us today on 0845 371 0262 or 01732 617950

Website Design powered by Britnett Web Services