0203 633 5682

 01245 526328

 

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Welcome to Tax Planning Solutions with me, John Castle

Many families are rightfully concerned about how much inheritance tax will reduce the wealth they can pass on.

I provide specialist inheritance tax planning services to those who want clear advice, tailored strategies and peace of mind.

My role is to bring clarity to a complex area, help you make informed decisions and plan ahead with confidence.

Why Inheritance Tax Planning Matters

The impact of inheritance tax

Inheritance tax applies when the value of your estate exceeds the reliefs and allowances available to you.

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 will ultimately be passed on to your family.

How I Can Help

I will take the time to understand you, your family circumstances and what you want to achieve.

Then we’ll explore the options available to you, including the pros and cons of each.

Together, we will discuss and agree the most suitable plan for reducing your exposure to tax and passing on more of your wealth to your loved ones.

Step 1: Exploratory Discussion

We begin with a high-level discussion, in order to:

   Understand your circumstances and what you wish to achieve.

   Explore some of the options available to you.

   Provide you with clear information and guidance.

   Answer any questions or concerns you may have.

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

   If relevant, discuss and agree next steps.

Step 2: Your Personalised Plan

This service is broken down into three simple stages:

Discovery and Information Gathering

    Meet with you to gain a greater understanding of your personal and financial circumstances.

    Clarify your objectives and gather all relevant information to help with planning opportunities.

Assessment and Strategy

    Review and assess your family’s wealth, your inheritance tax position and the extent to which savings can be made.

    Explore a range of practical strategies for passing on more of your wealth to your family.

Personalised Report and Advice

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

    Review the report with you, answer your questions, discuss and agree next steps, including actions for implementation.

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.

Tax Planning Solutions provides specialist inheritance tax planning services. Where your tailored plan identifies a need for regulated independent financial advice, this can be provided seamlessly through Castle Financial Planning (Authorised and Regulated by the Financial Conduct Authority).