Saving Tax

Tax planning

By performing a careful and in depth fact finding, we work with our clients looking at their income tax, capital gains tax and inheritance tax liabilities. Working in conjunction with other professionals like accountants and solicitors we design a strategy that may help minimise these liabilities for our clients.

In order to minimise tax liabilities the levels of complexity may vary and our approach is to look at each client’s circumstances using a holistic approach and explain in simple terms the possible solutions and options available. 

The following are some examples of tax efficient products that could be considered;:

  • Pensions
  • Venture Capital Trusts*
  • Inheritance Tax Discounted Gift Schemes*
  • Inheritance Tax Protection*
  • Enterprise Investment Scheme*
  • Investment Bonds both Onshore and Offshore
  • Trusts*

    *The Financial Conduct Authority does not regulate these products / services.



For more impartial financial advice feel free to call us on 0161 441 1200 or click here to contact us via email