Are you paying too much tax?

Have you optimised your profit extraction?

Have you done any tax planning for IHT or CGT?

The tax landscape is very fluid at the moment. It’s likely that tax rates, particularly CGT, could increase sharply over the next year or so, as the Government reduces its debt burden

We can provide a tax and wealth planning review, focused on reducing potential capital taxes and reviewing your extraction plans

We can also introduce an experienced financial advisor when you need pension, mortgage or protection advice