Tax Planning

Did you know that you could be paying too much tax? Did you also know that there are a number of tax efficient strategies that could save you a lot of money or enable you to keep more of your money?

Our tax planning service is (put simply) the analysis of your financial situation and then us helping you to ensure you are keeping as much of your money as you can. Most clients underestimate how much tax they pay, and reducing these costs can drastically increase your savings over the long term.

Areas Covered:

  • Employed and Self-Employed
  • Directors and Business Owners
  • Pensions
  • ISAs, Investment Bonds and General Investment Accounts
  • VCT, SEIS and EIS
  • Estate Planning

If you want to see if you could start saving tax today, contact us now for a review of your tax position on 0207 082 5500

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is generally dependent on individual circumstances.

Please note that EISs and VCTs are suitable only for experienced, sophisticated or high net worth investors who accept that they may get back significantly less than the original investment.-These represent a much higher risk than investing in larger well established listed companies listed on the FTSE All Share Index and are inherently more illiquid. The legislation surrounding EISs and VCTs and as a result their tax treatment, are subject to individual circumstances, may change in the future and could apply retrospectively.

Michael Nicolaou

Michael Nicolaou

All Aspects Financial

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