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TAX & Estate Planning

We often hear it said that in this world, nothing is certain except death and taxes. Unfortunately, it is quite true!

When it comes to tax, with the right advice and careful planning, there is opportunity in all areas of tax mitigation whether that be income tax, inheritance tax or capital gains tax. We can provide guidance on tax efficient savings and investments, taking advantage of annual allowances and identify appropriate strategies to help reduce your tax liability both now and on death.

Estate planning needn’t be complicated. Simplicity is often the key, especially as your circumstances are likely to change over the years. That said, there are tax planning opportunities which can be considered and implemented which could go a long way to assisting with any inheritance tax liability at the end of the day.

Logan Smith

Trainee Financial Planner

Having enjoyed working in the finance sector over the past few years, it gave me a flavour for the industry and fuelled my drive to expand my knowledge further. This led me to the Trainee Financial Planner role at Bonum Wealth. I am eager to develop a strong understanding of the technical aspects of financial planning through a combination of on-the-job learning, as well as studying for my professional exams (CII’s Diploma in Regulated Financial Planning).

In my spare time, I enjoy watching and playing football, going to the gym and travelling. Sport has always been a passion of mine- after leaving school, I studied Sport & Physical Activity at the University of Strathclyde and gained a First-Class Honours Degree.

e: logan@bonumwealth.co.uk

Chris Scott

Client Support

I have been working for Bonum Wealth for over 2 years. I now hold the title of Client Support. As well as continuing to learn on the job, I am studying for my professional exams.

In my role as client support, I hope to continue learning the more technical aspects of financial planning and expanding my knowledge in this field.

In my spare time, I enjoy being at the gym, going for long walks, spending time with my friends, travelling, and exploring new places.

e: chris@bonumwealth.co.uk