Tax planning

Helping you to become as tax efficient as possible

In partnership with the Tax Services team at Carpenter Box Accountants, we will review where you are now and incorporate a tax strategy as part of your Financial Plan. Our goal is to reduce the tax that you pay and ensure that your savings and investments are managed in a way that minimises the tax that will be due in the future – whether that be Income Tax, Capital Gains Tax or Inheritance Tax.

As part of our ongoing review process, we will monitor how your tax position is changing during your lifetime and what, if any changes need to be made to ensure that your financial plan is efficient as it can be.

How we can help:

  • Mitigating Capital Gains and Inheritance Taxes to protect more of your estate for the benefit of your loved ones
  • Tax-efficient investment wrappers to ensure your investments work hard for you
  • Reviewing your allowances and exemptions
  • Advising on the various taxes in the UK and abroad which may apply to you

Related services:

Financial advice is provided in association with Carpenter Box Financial Advisers, an independent advisory firm regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate Tax Advice, Estate Planning, some elements of Automatic Enrolment or Cash Flow Modelling. Click here to read our provision of regulations.

The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of FOS can be found at

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