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Introduction to Tax Planning

Taxing Questions

Most of us risk being taxed on our income, our capital gains and the value of our estate when we die. It is worth obtaining a clear grasp of how these taxes work by discussing with a financial adviser the most tax efficient financial planning for you.

One thing is for sure with all forms of tax; if you do nothing, the government will make sure a share of your hard earned wealth ends up in their hands.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The Financial Conduct Authority does not regulate Taxation & Trust advice.

For further information about the 2013 Budget changes please see click here.


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Company address:
Custodis Financial Planning, Ivy House, East Brent, Somerset, TA9 4RZ
T: 01278 769205
M: 07518 378073

Email: tim.phillips@custodisfp.co.uk

Custodis Financial Planning is An Appointed Representative of Sesame Ltd., which is authorised and regulated by the Financial Conduct Authority.

The FCA do not regulate National savings products, Will writing, commercial mortgages, trusts, some forms of buy to let mortgages and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Telephone: 01278 769205 | tim.phillips@custodisfp.co.uk

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