Independent Financial Adviser

Pre-Planning
is Vital!

Contact us or phone Nick Cosby on 01260 223115.

The Association of Independent Financial AdvisersPersonal Finance Society

Tax Planning

strategies for minimising your tax liabilities, particularly with respect to Inheritance and Capital Gains Tax.

We can advise on the role of financial products in mitigating tax and suggest strategies for minimising your tax liabilities, particularly with respect to Inheritance and Capital Gains Tax.

Even with the recent increase to the Inheritance Tax threshold, the value of the house alone can often put the estate into the taxable category.  And as Inheritance Tax is liable on all of a deceased person’s estate down to their last cufflink, quite often you don’t know the full extent of the tax liability until it’s too late.

Given that the tax bites as a flat 40%, on all and any assets over the nil rate band, if you don’t want to leave the government more money than your heirs, pre-planning is vital. 

Similarly, Capital Gains Tax can have huge impact on a family when disposing of assets, and you need to be looking to the long term and making sure you don’t have to pay more than necessary. 

If your tax affairs are more complex, we’ll work together with your accountant to make sure of a ‘joined-up’ approach that really saves you money.

Contact us to arrange an appointment, or call Nick Cosby on 01260 223115

The Acumen Investment Partnership