Tax Efficient Investments

Tax Efficient Investments

Whether you would like to recover Income Tax paid in this or the previous year, or defer Capital Gains Tax owed following the sale of a property or investment, we have the solution for you.

A complete Estate Planning Service

A complete Estate Planning Service

We understand that each individual has different intentions and requirements, and our bespoke succession planning ensures an efficient and cost effective transition to the next generation.

Financial Advice in St Albans

Financial Advice in St Albans

Tailored and bespoke solutions to your financial requirements. Visit our blog for up to date news.

Probate

Probate

Guiding you through the probate process painlessly and efficiently, without the expensive legal fees.

Lasting Power of Attorney

Lasting Power of Attorney

A lasting power of attorney (LPA) is a legal document that lets the ‘donor’ appoint one or more people (known as ‘attorneys’) to help you make decisions or to make decisions on your behalf.

Inheritance Tax Planning

Inheritance Tax Planning

It is sensible and reassuring to make plans for your family's financial future, and the earlier you consider doing so, the more chance you will have of utilising all of the tax opportunities available to you.

Boardroom Briefings

Boardroom Briefings

We run monthly boardroom briefing events here in St Albans with various speakers, providing you with key technical information on estate planning and keeping you up to date with new opportunities.

Tax Efficient Investments

Suitable to your personal situation, we have a variety of tax efficient investment opportunities for you and your family:

 

- Business Property Relief

 

- Inheritance Tax Free Individual Savings Accounts (ISA)

 

- Gifts From Income

 

- Enterprise Investment Schemes (EIS)

 

- Venture Capital Trusts

 

- Flexible Trust Solutions

 

 

Save Inheritance Tax

Recover Income Tax

Defer Capital Gains Tax

- Financial Advisers in St Albans -

 Planning tailored to suit you

 

✦ Confidential Financial Advice ✦

 

✦ Inheritance Tax Planning ✦

 

✦ Flexible Trusts ✦

 

✦ Tax Efficient Investments ✦

 

✦ Wills & Will Trusts ✦

 

✦ Probate Advice ✦

 

✦ Deeds of Variation✦

 

✦ Lasting Powers of Attorney ✦

 

✦ Pre-Paid Funeral Plans ✦

For further information please call 01727 737 610

or download our latest brochure