It's your money...
Do you like paying tax?
No, I didn't think so. A major part of our advice process is dedicated to making your savings and investments more tax efficient. There are a variety of different 'wrappers' that can be used to reduce your tax bill - pensions, ISAs, onshore and offshore bonds. Each client has different circumstances, so everybody gets a bespoke service to suit their needs.
We will take you through the options and explain how we can save you money in straightforward language.
We can also help with Inheritance Tax planning. Inheritance Tax is perhaps the most easily avoided tax of all. With a few simple measures, many clients can reduce their potential IHT bill by tens of thousands of pounds.