Tax & IHT Planning

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Our Mission is Simple:

We want to help you find quality, impartial, advice to help guide you with inheritance tax planning.

I was able to quickly speak to an Adviser to discuss my upcoming retirement options. I was pleasantly surprised by their friendly approach and the whole experience was very professional and straight forward.

J. McGregor

Tax and IHT

The main types of tax are Income Tax, Capital Gains Tax & Inheritance Tax. Advice is most commonly required for these reasons:

  • Structuring income in retirement to reduce Income Tax as much as possible
  • Working out and managing any Capital Gains on investments
  • Inheritance Tax planning for people with assets above the IHT threshold (£325,000 for individuals & £650,000 for couples + Residence Nil Rate Band in most cases)

Why should I use a financial adviser?

A good Financial Adviser will assess your circumstances, your outlook on life, your goals and aspirations for the future. They’ll take time to understand your situation and make recommendations on which financial products are best for you. They’ll also likely have access to a wider range of choices than you’d be able to assess realistically on your own. You’re also protected if you buy based on advice which gives you confidence and peace of mind you are making good decisions.

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