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Tax Planning

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

Making more of your wealth through efficient tax planning

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

When it comes to investments, whether you’re looking for capital growth or to produce income, careful tax planning will not only help you to invest in the right assets, but will also ensure you are making the most of your tax-free allowances.

Estate & inheritance tax planning

Estate planning is an important part of wealth management and forms part of the tax planning process. It can help to minimise the impact of taxes and other costs on your estate following your death. Having an effective plan in place ensures you pass on more of your wealth to your chosen beneficiaries while paying less inheritance tax (IHT). Our advisers can help you put strategies in place to minimise your IHT liabilities.

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.

Our approach is to look at the whole picture to assess the impact of the main UK taxes, and recommend different structures to minimise the impact of income tax, capital gains tax and inheritance tax.

Our tax planning expertise:

  • 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 make more of your wealth through efficient tax planning?  Call the George Square Financial Management team on 0115 947 5545 to arrange your appointment or contact us online here.

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.