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Financial Review

Would you benefit from a free 1 hour review on any of the following?

Pension Review

Life Cover

Investments

Income Protection

Mortgage Advice

 

If you wish to have a free no-obligation review with our IFA, then please feel free to contact us to arrange a meeting time and place that is convenient for you.

 

     Buying a property over 250k?

 

If you are about to buy a residential or commercial property worth over 250k and you have a stamp duty problem, you should call us now! For further information please contact Alex on 01789 294484 or
alex@accountax.net

 

 

Personal Tax Services

Tax planning is an important part of achieving your personal and business objectives. We can undertake reviews of your affairs, both personally and of your business to see where you tax liabilities are arising.

 

We can advise on how to minimise these liabilities for you. With some tax planning we can make your affairs more tax efficient and ensure you are paying no more tax than you need to.

 

We will ensure you are tax efficiently:

 

Utilizing allowances and reliefs

Trading through appropriate structure

Ownership of assets

Extracting business funds

 

We will also seek to ensure you have effective plans in place for:

 

Inheritance tax

Exit of business

Pensions

 

Our aim is to ensure that you pay no more tax than is necessary. There are various methods available to us within the tax law framework, and we look to maximising any opportunities within this to benefit our clients.

 

We can help you improve your financial and business strategies through effective tax planning