Why choose Gale and Phillipson?
Tax efficient investing is a really important part of effective financial planning, what’s more it goes hand in hand with arranging your financial affairs.
Good planning can help you to reduce your Income Tax bill, save on Capital Gains Tax (CGT), and put into place a plan to reduce your Inheritance Tax (IHT).
Our Financial Advisers can give guidance on:
- helping you with maximising tax efficiencies
- helping you to understand the basic concepts of tax
- helping you to protect your wealth from being taxed unnecessarily
Tax laws change so it is important to keep up-to-date with how you could be affected. Our Advisers are best placed to advise on the current legally-permitted procedures and monitor changes for you.