Tax planning
Tax planning for all
The Government offers us a wide range of incentives to use our money wisely.
Tax saving strategies are not about tax avoidance but sensible ways of holding or building your assets.
Simple tax-free saving is open to everyone, be that through ISAs (Individual Savings Accounts) or pensions that grow tax free, save you tax on the money you put in and allow you to pass these savings to your family free of inheritance tax.
Capital Gains Tax exemptions enable you to take some gains, for example on a property, without incurring tax, and some investment structures allow you to postpone tax perfectly legally.
High earners might want to use specialist investment vehicles to reduce their tax if they can accept the investment risk that accompanies such savings.
For an increasing number of our wealth management clients, strategic financial planning is as important as strategic investment management so we provide them in a completely integrated service
the Financial Conduct Authority(FCA)
Registered in Scotland No. SC113651FCA
Registered no. 144940
The Financial Ombudsman Service is available to sort out individual complaints that clientsand financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit the FOS website