*Minimise liability to income tax; capital gains tax and inheritance tax
In 1789 Benjamin Franklin said, "In this world, nothing is certain but death and taxes". Recent legislation has introduced changes across a range of personal taxes. The top rate of income tax has been raised to 50%; capital gains tax has been increased to 28% on non-business assets for higher income earners, and pension tax relief has been restricted for high earners. Every client of ours has a unique situation. However by careful arrangement of your affairs it is often possible to minimise your liabilty to tax and maximise your investment returns. Planning techniques include:
- Making use of both personal allowances between spouses/civil partners
- Use of trusts to pass wealth to family members and minimise taxation
- Utilising allowances for both income and capital gains
- Tax-efficient wrappers including ISA's, Investment Bonds, EIS and VCT
Our independent advisers will consider taxation in all of our recommendations and would be happy to review your situation to help you to keep more of your money in the family!
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Panorama Documentary looking at excessive pension commission and admin charges.
First Broadcast on BBC Mon 4 Oct 2010
Part 1 of 4: A look at how miserable the UK's retirement could be.
Newsnight, 07 September 2010.