Sensible and careful tax planning can make an enormous difference to your financial situation.
We Can Help:
Ensure that you maximise tax efficiency in all areas – income tax, capital gains tax and inheritance tax
Make the most of available tax reliefs and allowances
Make the most appropriate use of tax efficient savings and investment products
Structure your affairs so that your lifetime financial objectives are met
Protect your estate and prepare for any associated tax costs
(The FCA does not regulate tax advice)
Tax Planning Using:
Offshore Investment Bonds
National Savings and Investments
Business Property Relief
Trusts and Life Assurance Products
Gifts and Transfers
Our Financial Advice
Portfolios you may be interested in
AIM Inheritance Tax Portfolio
To reduce your IHT liability we invest in companies listed on the UK’s Alternative Investment Market (AIM) that qualify for Business Property Relief. Investments in such companies held for at least two years are potentially IHT tax-free under current legislation.
The Premium Dividend portfolio will invest in 25 companies in the UK and Europe that will give you a steady and growing stream of income. The companies we invest in will demonstrate an ability to pay a consistent, growing dividend throughout the business cycle.