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Income
Tax
Are
you paying enough or too much tax on your income? We find
that a number of clients either do not make full use of
personal tax allowances or fail to take advantage of a
range of tax free investment vehicles currently available
in the market place. To ensure you maximise the overall
efficiency of your investments.
Capital
Gains Tax
Have
you made use of your Capital Gains Tax allowance for
this tax year? In order to maximise the "total"
returns from Stock and Share portfolios, not to mention
Unit Trusts, Investment Trusts and OEIC's, in a tax
efficient manner it is wise to review performance and
charges on a regular basis, consolidating gains where
appropriate.
Inheritance
Will
the major beneficiary of your Estate on death be the
Inland Revenue? Under current rules, the first £242,000
of an individual's Estate on death is charged to Inheritance
Tax at the rate of 0% with any surplus becoming liable
to tax at 40%
With careful planning using well-known exemptions, rules
and perhaps even Trusts where appropriate it is possible
to mitigate and at times eliminate an Inheritance Tax
liability altogether.
If you have any queries about tax planning please do
not hesitate to contact
us, alternatively you can fill out our
feedback
form
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