Planning reduces the costs of tax to your wealth
"No man in the country is under the smallest obligation, moral or other, so to arrange his legal relations to his business or property as to enable the Inland Revenue to put the largest possible shovel in his stores.The Inland Revenue is not slow, and quite rightly, to take every advantage which is open to it under the Taxing Statutes for the purposes of depleting the taxpayer's pocket. And the taxpayer is in like manner entitled to be astute to prevent, so far as he honestly can, the depletion of his means by the Inland Revenue." - Lord Clyde, 1929
... so your most tax efficient asset is a good plan ...
- Minimise Capital Gains Tax - particularly on capital not withdrawn to spend
- Reduce Income Tax - especially on investment income you're re-investing
- Mitigate Inheritance Tax - protect and preserve your family's wealth
Appropriate use of tax efficient investments & tax allowances to reduce tax costs
Our report on your investments identifies ways to save tax and increase return
Appropriate planning makes use of annual tax allowances - for income or growth
Our report can identify opportunites to give you tax free returns on your portfolio
Inheritance Tax (IHT)
"Inheritance Tax is a voluntary tax, paid by those that distrust their heirs more than they dislike the Inland Revenue..." (Roy Jenkins MP 1986 House of Commons)
Appropriate planning can ensure you don't inadvertently pay this 'voluntary tax'
Our Estate Planning Report shows how to retain your access to income & capital
Whilst also protecting your family wealth for your beneficiaries