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Welcome to Tax Planning Solutions
Tax planning is an important aspect of personal and business financial management. The aim is to optimise tax liability within the legal framework and in compliance with HMRC. At Tax Planning Solutions we can guide you through various strategies and options for preserving your wealth and increasing your disposable income.
About Us
We provide a unique and proactive consultancy service to business owners and individuals who wish to mitigate or reduce their exposure to tax.
Our primary focus is on identifying tax saving opportunities for each client and then establishing the most effective means of mitigation.
With over 20 years’ experience in delivering tax efficient financial solutions, we believe that a ‘joined- up’ approach works best. That’s why we work together with accountants, solicitors and estate planners to bring a wide range of strategies together under one umbrella.
Tax planning can be complex. We aim to keep it simple.
About Us
We provide a unique and proactive consultancy service to business owners and individuals who wish to mitigate or reduce their exposure to tax.
Our primary focus is on identifying tax saving opportunities for each client and then establishing the most effective means of mitigation.
With over 20 years’ experience in delivering tax efficient financial solutions, we believe that a ‘joined- up’ approach works best. That’s why we work together with accountants, solicitors and estate planners to bring a wide range of strategies together under one umbrella.
Tax planning can be complex. We aim to keep it simple.
About Tax Planning
As each person’s tax situation is unique, a bespoke service is required. The type of tax and the level of savings that can be achieved are detailed below. (To find out how you can save Inheritance Tax, please click on the link below)
We’ll assess your exposure to each of these taxes and to what extent they can be mitigated.
About Tax Planning
As each person’s tax situation is unique, a bespoke service is required. The type of tax and the level of savings that can be achieved are detailed below. (To find out how you can save Inheritance Tax, please click on the link below)
We’ll assess your exposure to each of these taxes and to what extent they can be mitigated.
Tax Saving Opportunities
Subject to your personal circumstances and needs, and by using a range of
Government backed, HMRC approved initiatives, we can help you to:
Reclaim income tax you’ve paid on your income
Benefit from tax-free investment opportunities
Reduce income tax or corporation tax via pensions
Generate a tax-free income for your retirement
Reclaim capital gains tax on assets you’ve sold
Reduce taxes on the sale or exit of a business
Mitigate inheritance tax on your estate
Tax Saving Opportunities
Subject to your personal circumstances and needs, and by using a range of
Government backed, HMRC approved initiatives, we can help you to:
Reclaim income tax you’ve paid on your income
Benefit from tax-free investment opportunities
Reduce income tax or corporation tax via pensions
Generate a tax-free income for your retirement
Reclaim capital gains tax on assets you’ve sold
Reduce taxes on the sale or exit of a business
Mitigate inheritance tax on your estate
Tax Saving Opportunities
Subject to your personal circumstances and needs, and by using a range of
Government backed, HMRC approved initiatives, we can help you to:
-
Reclaim income tax you’ve paid on your income
-
Benefit from tax-free investment opportunities
-
Reduce income tax or corporation tax via pensions
-
Generate a tax-free income for your retirement
-
Reclaim capital gains tax on assets you’ve sold
-
Reduce taxes on the sale or exit of a business
-
Mitigate inheritance tax on your estate
Example Case Studies
Below you will find cases studies on the following subjects, in an easy-to-download format:
If you would like further information or support, please e-mail: info@taxplanningsolutions.co.uk
Example Case Studies
Below you will find cases studies on the following subjects, in an easy-to-download format:
If you would like further information or support, please e-mail: info@taxplanningsolutions.co.uk
Tax Review Service
If you wish to find out how you can mitigate or reduce your exposure to tax, our Tax Review Service can help. We will:
Meet with you to discuss your needs and answer any questions you may have
Gather all relevant information to understand your financial position
Assess your current (and future) liability to tax
Consider a wide range of tax mitigation strategies
Explore each option and calculate the amount of tax that can be saved
Meet with you again to discuss our findings and answer any further questions you may have
Prepare and send you a detailed report including your options and our recommendations
Provide you with practical information and advice throughout
Tax Review Service
If you wish to find out how you can mitigate or reduce your exposure to tax, our Tax Review Service can help. We will:
- Meet with you to discuss your needs and answer any questions you may have
- Gather all relevant information to understand your financial position
- Assess your current (and future) liability to tax
- Consider a wide range of tax mitigation strategies
- Explore each option and calculate the amount of tax that can be saved
- Meet with you again to discuss our findings and answer any further questions you may have
- Prepare and send you a detailed report including your options and our recommendations
- Provide you with practical information and advice throughout
Contact Us
Please use the form below and we’ll be in touch to arrange a convenient time to meet.
Alternatively, you can contact us directly: 01245 526328 | info@taxplanningsolutions.co.uk
Registered Office: 85 Great Portland Street, London W1W 7LT
Serving clients across Essex, London and the South East
