TAX PLANNING STRATEGIES

We can provide advice and implement tax planning strategies to offer income tax relief, protection against capital gains tax and ensure your family won’t have to pay more inheritance tax than necessary on your estate.

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More specifically we can help by providing tax planning solutions for the following scenarios:-

  • Reduce inheritance tax on your estate
  • Property sale (not main home)
  • Pension lifetime allowance likely to be exceeded
  • Reducing income tax liability
  • Selling shares
  • Surrendering an investment bond tax efficiently
  • Extracting profits from a business tax efficiently
  • Sale of a business