We all pay tax, but no one wants to pay more tax than they need to.
With careful planning, it is possible to quite legitimately reduce the amount of income and capital gains tax you pay.
This subject is a key consideration with most investment and retirement planning.
The Financial Conduct Authority does not regulate Tax, Trust or IHT Planning
Tax treatment is dependent on individual circumstances and may be subject to change in the future
From 6th April 2017, the personal ISA allowance is increasing to £20000. Over the years, the amount you can pay into an ISA has been steadily increasing, but this represents a significant increase and means that you now have an even better opportunity to accumulate tax efficient savings and investment. For couples, the total amount […]
If you are a high rate tax payer with a personal pension, you need to be sure that you are receiving your full income tax relief on your contributions.
When discussing retirement planning with our clients, a great deal of attention is always given to fund choice and the corresponding past performance figures.
However, it is important to remember one of the fundamental reasons why pensions should be the investment of choice for retirement planning.
Barry was kind and understanding at a very difficult time, his professional attitude in handling my financial affairs and that of my late husband, given with clarity and ease of understanding, always in a friendly manner. I have found his advice sound and his continued care and concern to be knowledgeable and applicable.
Mrs Ann Greenwood