Tax savings to help
meet your goals
Growing and preserving wealth requires careful planning as you seek to navigate taxes, inflation and investment risk. Our team gives you the knowledge you need to meet your goals confidently and prudently…
Saving tax is not the end goal of financial planning. It is far more effective to build your plan around your goals and objectives rather than being led by potential tax savings.
That being said, there are several ways to reduce your tax bill while prioritising your goals. A good financial plan starts with what you would like to achieve, and maps out the most efficient way to get there. Every pound saved in tax is a small step closer to your desired lifestyle.
Through effective planning, we can help you save on income tax, capital gains tax, and inheritance tax. This is done through a combination of approaches, including using allowances and exemptions and investing in tax-efficient wrappers. Over time, the savings can be substantial, increasing the amount available to fund your goals, create your ideal retirement, or pass onto your family.
The Financial Conduct Authority does not regulate Tax Planning and Cash Flow Modelling.
I have been with Smith & Pinching for the last 15 years helping and advising me with my financial affairs. I have always been very satisfied with the excellent service I have received.
Gary Cuthbert
We worked with a new client recently who due to his busy schedule running his business had not had a chance to properly sit down and look at practical steps he could take to reduce his tax liabilities.
For many years any excess income had been cultivated back into his company, but he was not seeing the fruits of his labour. We discussed with him the use of pension contributions and other investment vehicles that offered immediate tax relief.
By working closely with the client’s accountant, we were able to come up with a strategy that not only enabled him to reduce his income tax liability, but increase his own private savings to help him achieve his retirement goals.
Find out how to make your retirement money stretch further by minimising your taxes and investment fees.
Whether you’re looking for help with your pension, remortgaging or creating an investment plan for the future, we have advisers who can help you to find the best solution for you.
