Tax planning

Nobody wants to pay more tax than they need to, whether on income, investments or when they die. We can help families and individuals plan to minimise the impact of tax on their savings and investments, including income and capital gains tax.

We can also advise on strategies to minimise the impact of inheritance tax on your family, when you die.  Remember, tax is levied at 40% on every penny you leave in excess of the inheritance tax threshold. This is set at just £285,000 for 2006/7, so with an average sized detached house in the Stockton area selling at more than £200,000 in early 2006*, it is easy to see that with a slightly above average home and some investments, it will be all too easy for almost any family to become involved in paying this tax.

* Source: www.upmystreet.co.uk - March 28^th 2006

The Financial Services Authority does not regulate taxation and trust advice. The levels, bases and reliefs from taxation may be subject to change.