16995
home,page-template,page-template-full_width,page-template-full_width-php,page,page-id-16995,bridge-core-3.0.5,qi-blocks-1.3.3,qodef-gutenberg--touch,qode-page-transition-enabled,ajax_fade,page_not_loaded,,no_animation_on_touch,qode-title-hidden,hide_top_bar_on_mobile_header,qode-child-theme-ver-29.1.1665238758,qode-theme-ver-29.1,qode-theme-bridge,disabled_footer_top,qode_header_in_grid,wpb-js-composer js-comp-ver-6.9.0,vc_responsive

Book a consultation:

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
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.