Personal Tax Planning

private tax planning

Personal Tax Planning

Here at England and Company, we have many years of experience helping private individuals with their personal tax planning.

As well as advising on tax-efficient strategies to reduce your liability, we will also ensure you remain fully compliant with all relevant tax rules and procedures. We keep in mind the outcome you are looking for and look to safeguard your personal wealth.

Whether it is tax on your earnings, business income, investments or estate, there is frequently a significant amount that can be achieved to minimise your personal tax exposure.

 Our specialist advisers can assist you with:

  • Income tax planning to mitigate your liability on all your income sources.
  • Review your personal financial position to ensure that your personal and business funds are arranged in a tax-efficient manner while achieving your desired outcomes.
  • Maximising claims for relief against your income and gains.
  • Tax planning between spouses and civil partners to ensure all available allowances are used and advising on the sharing of joint incomes and investments.

Some of the areas we can help you with include:

To find out how we can cater for your personal tax needs, please do get in touch.

MANAGING YOUR WEALTH

SELF-ASSESSMENT

BUSINESS TAX PLANNING

Address

England & Company
7 & 8 Church Street
Wimborne
Dorset
BH21 1JH

Contact

Tel: 01202 880384
Fax: 01202 842814

 

Company Registration Number: 4521252

Registered in England and Wales
VAT: 798123494

 

 


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