info@taxplanningsolutions.co.uk

01245 526328

 

Free Tax Review
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Free Tax Review: Client Questionnaire

Your answers to the following questions will help us identify the areas in which we can help you reduce your exposure to tax, preserve your wealth and increase your disposable income.

Income Tax
Which of the following sources of income do you receive?
What is your highest marginal rate of income tax?
Are you maximising your use of the following tax allowances?
Are you using tax-efficient investments for income tax planning purposes?
Do you wish to explore options for reducing your exposure to income tax?
Capital Gains Tax
Other than your main residence, do you own any additional property / land?
Do you own any direct shareholdings or investment portfolios?
Have you sold any assets within the past 3 years, resulting in a capital gains tax liability?
Are you planning on selling any assets in the near future?
Inheritance Tax
Do you wish to reduce their exposure to inheritance tax?
Are your parents still alive?
If so, are you likely to incur an inheritance tax liability in the future?
Corporation Tax (Business Owners)
Are you using pension contributions to reduce your corporation tax bill?
Are you maximising the use of your annual pension contribution allowance?
Are you using Salary Exchange (Salary Sacrifice) to maximise tax efficiency?
Do you provide yourself and your family with tax-efficient benefits (e.g. a Relevant Life policy for providing death-in-service benefits)?
Do you have provisions in place to protect your shares, business and profits, in the event of serious ill-health or death?
Do you wish to provide your employees with valuable additional benefits as a means of aiding recruitment and retention of high-quality staff?
Your Details
Submit to receive a free tax review and find out how much tax you can potentially save.
Registered Office: 85 Great Portland Street, London W1W 7LT
Serving clients across Essex, London and the South East