Tax Planning
We understand that tax and inheritance tax planning is a complex area but we are here to help minimize any concerns you may have by providing independent tax advice to all UK taxpayers, whether a private individual, investor or trustee as well as limited companies, partnerships and sole traders.
Income Tax
Our initial review of your income will help us understand your current tax position. We can then advise you on tax efficient investments such as ISAs, Venture Capital Trusts, National Savings and insurance bonds. These investments all have income tax advantages, with some offering capital gains tax and inheritance tax benefits.
Inheritance Tax
Beaumont Financial offer advice on the growing number of available options that could enable you to reduce or legitimately avoid your inheritance tax liability. They include certain life assurance policies, annual gift allowances, and in qualifing companies, Business Property Relief.
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