Along with the use of the correct ‘tax wrappers’, there are also a number of allowances and exemptions that the Government have put in place and are available for our use. We consider the use of these to optimise your ‘Financial Masterplan’. Such as: 

  • Various income tax bands
  • Dividend allowances
  • Capital Gains Tax allowances
  • Inheritance Tax allowances
  • Business property relief
  • Gifting allowances
  • Use of various types of trusts

The Financial Conduct Authority does not regulate Estate Planning, Tax Planning or Trusts.

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