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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.