Personal tax planning

Tax planning is essential to every individual to ensure that all steps have been taken to minimise your tax liabilities.  It is essential to take advice before any major transactions take place and it is essential that all taxes are looked at such as income tax, capital gains tax, inheritence tax, VAT and stamp duty.

We make sure that your affairs are structured in the most tax efficient manner.

We advice our clients in the following areas:

  • Capital gains tax planning
  • Inheritance tax planning
  • Pension contributions
  • Retirement planning
  • Buying and selling property, raising finance and how to structure your property portfolio
  • Borrowing money
  • Tax efficient investment
  • Getting money out of your business

Please contact John or Robert to arrange your free no obligation meeting to see what savings can be found