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Tax Planning

Tax Planning photo

Forward planning is vitally important for both business and personal tax. We can help you by providing advice and recommending beneficial ways of planning your affairs to reduce future tax liabilities. The following are just some of the areas, which we offer advice on.


Trusts can often be the answer in many tax planning situations.  We can provide advice on the many different trusts available and consider which is the most appropriate for your needs.

Capital Gains

Capital gains tax planning is essential.  In order to minimise liabilities the various capital gains tax exemptions and reliefs need to be considered.  We can provide advice on the most tax effective way to dispose of assets and calculate capital gains tax liabilities.

Inheritance Tax

Inheritance tax planning is essential for anyone with assets over the nil rate band.  We offer advice on the most tax effective methods of drawing up your will in order to maximise the amount you leave your family.  For more information please see the Inheritance tax section.

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