Tax Planning

Although we are not tax advisers and tax advice per se falls outside our scope of practice, your financial planning should take the impact of taxation into consideration.

For the majority of our clients, corporation tax, income tax, capital gains tax and inheritance tax are the main taxes that need to be considered.

The first point to make is that we believe that the best results are achieved through a collaborative approach with a client’s other professional advisers, typically including their tax adviser, accountant or solicitor. We are happy to either work with your existing advisers or introduce you to another adviser should that be appropriate.

There’s an old adage, which says, “don’t let the tax tail wag the investment dog”, which emphasises the point that tax should not be allowed to drive any decisions but it should, nevertheless, be taken account of.