Tax and Estate Planning

iht-planning-optimRegardless of your situation, everyone has one thing in common: the tax man. It seems like this gentleman shows up at the worst possible time. When your pay packet arrives, there is Mr. Tax Man asking for his lot. If you have managed to save a good bit, the tax man knocks on your door and reaches out his hand for a bit of your savings.

Then, when you should be enjoying your golden years of retirement, he shows up beside you to reach into your purse once more. The worst of all of this is when you are laid to rest; the tax man is standing at the funeral wondering when he will get paid from the funds you left to your family.

Fortunately, there is a better way. With proper planning, you can take advantage of many allowances designed to reduce taxes at almost every regime. This means that the tax man gets less and you get to keep more. Discussing your options with one of our advisers could help you enjoy more of your money now and enable you to leave more of it behind when you are gone.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor

The Financial Conduct Authority does not regulate taxation and trust advice.

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