Tax Planning

Nobody likes to think about what’s going to happen when you die, but if you own property and don’t have a tax planning strategy your loved ones could lose thousands when you’ve gone.

The good news is it’s possible to legally avoid paying large amounts of inheritance tax, or in certain cases avoid paying it altogether. On the flip side, you need to know exactly what you’re doing.

Make a mistake and you could find yourself on the wrong side of the law. Once you’ve gone it will be your family left picking up the pieces.

 

Working together to secure your family’s future

Getting the right advice about tax planning is vital. With 25 years’ experience in the industry, we’ll confidently help you understand:

  • Exactly what inheritance tax is and how it works… Don’t worry, it’s not as confusing as you think.
  •  The Nil-rate threshold… The rules have changed and may do again in the future.
  •  How being married can save you thousands… Leave your family even more when you’re gone.
  •  How giving money away can save you money! … Although you must follow this one simple rule!
  •  Why off the shelf wills may not be a great idea… Especially if you make a very common mistake.

We also specialise in corporation tax and asset protection, so we can help you keep more of your money out of the dirty hands of the tax man. Everything we advise is completely legal and in line with the rules. Unfortunately many people don’t understand how inheritance tax works, and the result is thousands of pounds lost to the system. You owe it to your family to get things right!

 

Save yourself thousands of pounds…

We offer a completely free, no obligation tax planning assessment where we look at your current situation, your assets, and any long term goals or plans you have in place.

From there we’ll help you come up with a strategy that creates a stable future for your loved ones, and peace of mind for you.

 

To arrange your free, no obligation, initial assessment, or just to get some advice give us a call on 01462 815095. We’re a friendly bunch and don’t worry… we won’t confuse you with financial ‘jargon’

Alternatively send us an email by clicking here. We’ll aim to answer your query within 24 hours.