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Tax Planning

Helping you make the most of your wealth with effective tax planning

Making more of your money through tax-efficient investment

Our experienced advisers at George Square Financial Management help personal and corporate clients to organise their affairs in a tax-efficient manner.

We know how important tax is in terms of financial planning. Whether investing for capital growth or to produce income, careful tax planning will not only help you invest in the right assets but will also make sure this is done in a tax efficient manner.

Understanding your objectives

As with any aspect of financial planning, we’ll build a detailed picture of your current position, both in terms of asset base and past, present and likely future tax liabilities. We’ll make sure that we fully understand your attitude towards tax and tax risk, and where appropriate, we will work with your other professional advisers to provide a co-ordinated solution.

Advisers at George Square Financial Management will look at the whole picture to assess the impact of the main UK taxes, and can recommend a number of structures which can be used to minimise the impact of income tax, capital gains tax and inheritance tax – taking advantage of a wide range of legitimate, non-contentious onshore as well as offshore structures.

  • Cash and Savings
  • Pensions
  • Venture Capital Trusts (VCT)
  • Enterprise Investment Schemes (EIS)
  • Seed Enterprise Investment Schemes (SEIS)
  • Private Investment (making use of capital allowances)

Why not take advantage of a FREE initial consultation with one of our independent financial advisers and put your finances on the right track for you and your family? Call the George Square Financial Management team on 0115 947 5545 to arrange your appointment or contact us online here.

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Past performance is not a guide to, nor does it guarantee, future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice.