TAX PLANNING

As well as providing tax efficient investments help is available to improve tax efficiency.
Typical examples include:

INCOME TAX

Selecting the most appropriate forms of investment to help fully utilise individual income tax allowances.

CAPITAL GAINS TAX

Using as much of the 2005-06 individual annual exemption of £8,500 which can then be taken tax free or reinvested to raise the base level for future capital gains tax planning.

INHERITANCE TAX

Advising on the use of different forms of discretionary and flexible trusts. Help is also available when restructuring portfolios held in joint names for Nil Rate Band Discretionary Will Trusts.