Tax Planning

We are often referred to clients by accountants who look to us to be involved in suitable tax planning for their clients. 

This can take a number of forms, ranging from utilising profits from a business to fund pension planning through to restructuring an investment portfolio to reduce the tax that is liable.  If you feel that we can work with you and your accountant to review your arrangements, please do get in touch. 

Specialist plans such as VCTs and EISs are also an increasingly important part of Tax Planning.