Tax Planning

General Tax Mitigation

When advising you on investment strategy, we consider the important consequences of taxation on future profits and tax relief opportunities.

We can advise you of ways to minimise taxation in all the areas where tax could normally be levied, including Income Tax, Capital Gains Tax, Corporation Tax and Inheritance Tax.

By ensuring the encashment of investments falls into different financial years, accounting years and company trading years, substantial amounts of tax can sometimes be saved or retrieved (tax mitigation).

The value of investments can go down as well as up and you may get back less than the amount invested. The Financial Conduct Authority does not regulate taxation.