Tax Planning Solutions |

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Welcome to Tax Planning Solutions with me, John Castle

For many families, inheritance tax can significantly reduce the value that will be passed on to their loved ones. However, with careful planning, there are practical and compliant ways to improve your position.

I provide specialist inheritance tax planning for individuals and families who want clear advice, tailored strategies and peace of mind.

My role is to bring clarity to a complex area, explain your options in straightforward terms and help you make informed decisions with confidence.

Arrange a free initial consultation to discuss your current position, explore the available options and consider the potential next steps.

Why Inheritance Tax Planning Matters

The impact of inheritance tax

Inheritance tax applies when the value of your estate exceeds the available thresholds. Depending on your specific circumstances, your estate may include property, savings, investments, pensions and other assets.

The amount subject to tax depends on the total value of your estate, the reliefs and allowances available to you, and the steps you choose to take in advance.

Without planning ahead, the amount above your personal threshold will be subject to tax at a rate of 40%.

Taking early action can make a considerable difference to the amount that’s ultimately passed on to your family.

How I Can Help

Personal guidance tailored to your circumstances

As every family situation is unique, inheritance tax planning needs to be approached with care, sensitivity and a solution that’s tailored to your individual circumstances.

I will take the time to understand you, your plans and hopes as well as any concerns you may have, so the advice you receive will be entirely relevant to you.

Step 1

We begin with a complimentary, no-obligation conversation in order to:

Understand your situation and what you wish to achieve

Answer any questions or concerns you may have

Consider the available planning opportunities

Provide you with simple, straightforward guidance

Help you decide whether I’m the right fit for you

Discuss and agree the most suitable strategy and specific actions to be taken

Step 2

If you choose to proceed, I’ll carry out a personalised review and provide you with a clear plan to reduce your inheritance tax:

Discovery and Information Gathering

Meet with you either in person or via a secure online video meeting

Consult and gather all relevant information regarding your personal and financial circumstances

Assessment and Strategy

Assess the value of your estate, the allowances available to you and your current exposure to inheritance tax

Consider a range of strategies for reducing your exposure to tax

Personalised Report and Guidance

Provide you with a personalised report outlining your options, including the advantages and considerations for each, together with my recommendations

Review the report with you, answer your questions and provide practical guidance on the best way forward

Discuss and agree any specific actions to be taken

The aim is to provide you with a clear plan that brings you confidence, reassurance and peace of mind.

What Our Clients Say

I’m very grateful for the help John provided in relation to our family Trust. He took the time to clearly explain everything and laid out a clear plan of action, making sure I understood each step. His guidance and advice was invaluable. I really appreciated his patience and the clarity he brought to what was a complex issue. I highly recommend John for anyone needing clear, thoughtful advice and support.
Ernestine Lees
Mr Castle was recommended to me. He gave me very clear answers to my questions and helped me immensely. He resolved all my worries regarding the financial issues I and my family were facing. I would highly recommend Mr Castle to anyone looking for tax and financial advice.
Susan Woodbine
I recently used the services of John Castle. Very knowledgeable and helped me to achieve the outcome I wanted. Nothing was too much bother. He was very patient and helpful and responded straight away to any queries I had.
Laura Tyzack
My experience working with John was excellent. He explained everything clearly and made the whole process straightforward, which gave me real peace of mind. His service has been a genuine benefit, and I would have no hesitation in recommending him.
Dave Lewis
John truly listened to my concerns and was able to answer all my questions. I felt heard and John kept me updated throughout the review process. I felt relieved that John managed the whole process and made everything easy for me.
Penelope Cochrane
I had some complex tax-related questions that were causing me to worry, but John's help put my mind at ease! He really took the time to understand my situation and provided comprehensive information and advice which was incredibly helpful. I really appreciate all his help and wouldn't hesitate to recommend his services.
Lynn Davies
John put me at ease, making the process simple, comfortable, and even enjoyable. He took the time to understand me and my objectives, and I always felt he had my best interests at heart. Each step was clearly explained, and I was kept well-informed throughout. I’m very happy with the service and look forward to continuing our relationship in the future.
Suzanne Brown
John was happy to answer my many questions, and offered advice on the various options given my current position and desired outcome. The personalised recommendation report he prepared for me was excellent. John’s friendly and professional service made the whole process a delight, and I highly recommend him to others.
Stuart Coates

Get in Touch

Complete the form below and I will contact you to arrange a convenient time to speak.

Tax Planning Solutions

London: 0203 633 5682

Chelmsford: 01245 526328

john@taxplanningsolutions.co.uk

167-169 Great Portland Street, London W1W 5PF

Serving clients across Essex, London and the South East

Tax Planning Solutions is an Appointed Representative of New Leaf Distribution Ltd, who are authorised and regulated by the Financial Conduct Authority: Reference No. 460421. Head Office: 165-167 High Street, Rayleigh, Essex, SS6 7QA. Company registration Number 5520001.