We have helped numerous clients throughout Berkshire with all kinds of tax planning. We can make a big difference even if your assets and income are modest – you can even benefit from tax planning if you have no earnings at all.
This type of planning might include:
• Enterprise Investment Schemes (EIS)
• Venture Capital Trusts (VCT)
Higher rate tax payers
If you are a high rate tax payer then your annual tax return and regular demands from HMRC will provide regular reminders that this requires your attention.
If you have shares in your own business, then tax planning is a sensible means of reducing part of your business overheads and of reducing the amount of tax you pay personally.
Inheritance tax planning
You or your relatives may want to pass your assets on to family members. Without a properly-written, up-to-date will, the biggest beneficiary of your estate could be the taxman. In 2015/16, the government collected nearly £5 billion in Inheritance Tax receipts.
Find out more now
If you live Reading, Wokingham or anywhere in or around Berkshire, we can advise on tax planning and how to minimise the amounts you have to pay.
More details are under wills and inheritance tax planning.
You can also download our Residence Nil-Rate Band & Inheritance Tax booklet
For further information and a no-obligation initial discussion, phone 0118 934 7920 or contact us.