Hang on to More of Your Money

Why let the taxman take more than he has to? That's the simple principle behind tax planning. We can ensure that you make full use of all allowances available to help you minimise your exposure to tax.

Talking sense

We can also help guide you through the maze of jargon that is often used. You can contact us at any time for more information.

Personal Allowance

If you receive an annuity, whilst still continuing to work on a part-time basis, do you receive your entitlement of the basic personal allowance?

Capital Gains Allowance

Your investment portfolio should be reviewed without delay to ensure that you are using your capital gains tax effectively. This has been increased to £10,100 for fiscal year 2010-2011.

Inheritance Tax

This was once the scourge of very wealthy people only. But even in these challenging times, house values and the use of ISAs for investement means that many more people are affected.

In fact, the taxable value of your estate (including your home, investments and cash) needs only to be £325,000 before you are taxed at a whopping 40%.

We can help you minimise any potential tax payments due and allow you to pass your assets to your family with a minimum of cost or inconvenience.