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Tax Planning

“The best way to teach your kids about taxes is by eating 30% of their ice cream”
Bill Murray

It’s common knowledge that very few people enjoy paying tax… and that is where our expert tax advice team comes in.

With our expert tax advice and Tax Planning strategies, we can help you become as tax efficient as possible by considering all possible tax exemptions and allowances and making best use of them where suitable and affordable. Whether you’re interested in tax advice, inheritance tax planning or are just looking at gaining support around tax planning effectively, our expert team is here to assist you.

Please note that here at Featherstone Partners, our tax advice is limited to within the remit of financial and tax planning.

Our Tax Planning Services...

Inheritance Tax Planning (IHT)

Inheritance Tax (IHT) is a tax on the estate of a person after their death and it is a key area for financial planning.

Inheritance Tax is often referred to as an “optional tax” as it can be mitigated in full or in part with prior tax planning.

After a lifetime of working and paying tax, it is extremely frustrating for assets to be taxed again on death, reducing the transfer of wealth to the next generation.

Inheritance tax planning can help to ensure that your estate is passed on to your loved ones as tax efficiently as possible. Our experience tells us that the earlier the conversation is had, the more successful the transfer of wealth can be.

Income Tax

Income Tax is payable on income from employment (including self-employment), pensions, property, savings and dividends. The amount of income tax a person will pay depends on the amount of income they earn.

It is possible to reduce your income tax liability by making use of various tax allowances through tax planning.

Capital Gains Tax

Capital Gains Tax (CGT) is a tax on profits made on the sale of an asset. Different tax rates apply for investments and residential property. It is a key consideration for personal financial planning.

Attained through tax planning, there are certain allowances and exemptions that may reduce your capital gain tax (CGT) liability.

Investing Tax Efficiently

With our tax planning, we can also help you to invest as tax efficiently as possible by considering your personal tax allowances and making use of them where suitable and affordable.

The benefits Of Tax Planning

Tax advice and strategic tax planning offer a number of benefits to those who choose to utilise them, not just a reduction in their taxes. From reduced tax liability and increased cash flow to a markedly improved return on your investments, proactive and tax-efficient planning is an excellent way to make the most of your overall financial health.

Other benefits of tax planning include:

  • Facilitation of Financial Security
  • Peace of Mind
  • Reduced Stress
  • Informed Financial Decisions
  • Financial Growth