Personal Tax Planning


We know just how important it is to protect your wealth.

However, the UK has some of the most complex tax legislation in the world. Over time, taxes such as income tax, capital gains tax and inheritance tax can erode your wealth significantly.

We can help reduce the impact of these taxes on your finances and enable you and your family to enjoy more of your wealth. Whether you have your own business, you’re looking to exit your company, or you want to provide for your loved ones, we can help you achieve your goals.

Maximising your wealth for generations to come

Before taking any life changing steps, such as selling your business or making gifts to children, it’s important to seek advice.

Our approach is to build strong relationships with you, your family and your existing advisers and professionals to provide you with the best solution. As we do not provide investment advice ourselves, we believe we do not have a conflict of interest and see this as a major unique selling point.

We would listen to what you want to achieve and help protect your family wealth across generations in the most tax-efficient way.

Our personal tax planning solutions include;

  • Inheritance Tax planning
  • Capital Gains Tax planning
  • Redistribution of income and earnings
  • Estate planning
  • Succession planning

If you need assistance in any of these areas, please contact Andy Lee.