For your taxation and trust needs

Whilst Benjamin Franklin’s observation that there are only two certainties in life, death and taxes, is undoubtedly a truism, nobody likes to pay too much tax. Consequently, a key element of our service to you is to take an overview of your financial situation to ensure that as much use as possible is being made of all the Tax Allowances to which you are entitled.

In particular, we will be concerned with Income Tax, Corporation Tax, Capital Gains Tax and Inheritance Tax. Having said this, we are very conscious that excessive tax mitigation can lead to the ‘tax tail wagging the investment dog’. By this we mean that any tax saving could be more than outweighed by the disadvantages of investing in a highly volatile arrangement which may be subject to retrospective change.

Are you already working with existing professional advisers?

If you have existing Professional Advisers – Accountant, Solicitor or Stockbroker, for example – our role as your Independent Financial Adviser is to work with those existing Advisers to ensure a coordinated approach to your financial planning.

If not, then part of our role may well be to introduce you to one of our trusted associates for specialist advice.

Please find below information on relevant issues that we hope you find of interest.

The Financial Services Authority does not regulate Taxation advice