Tax Efficient Investing

Tax efficiencies can be brought about with good tax planning and setting up your affairs so you can benefit from legitimate allowances. Call us and one of our Financial Advisers will be happy to help or Arrange a call back and we will call you. You can also arrange to visit us at one of our offices for a no-obligation meeting.

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.

Call us now and one of our Financial Advisers will be happy to help or arrange a call back
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We have locations in both London and the North East

Newcastle | Richmond | Northallerton | London | Swanley | Hertfordshire | Camberley

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080) and trade under the name Gale and Phillipson. Gale and Phillipson (SE London) Ltd is authorised and regulated by the Financial Conduct Authority (Reference Number 195522) and trades as Indigo Financial Advisors. Registered in England and Wales numbers 05409822, 02232959, 03751076 and 04077157. Registered office: Gallowfields House, Fairfield Way, Richmond, DL10 4TB. Gale and Phillipson (Herts) Ltd is an appointed representative of Gale and Phillipson Advisory Services Ltd, which is authorised and regulated by the Financial Conduct Authority (Reference Numbers 615821 and 142752 respectively) and trades under the name Gale and Phillipson. Registered in England and Wales number 08864945. Registered office: New Burlington House, 1075 Finchley Road, London, NW11 0PU. Robin Joyner Associates Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd which is authorised and regulated by the Financial Conduct Authority (Reference Numbers 703337 and 431387 respectively). Registered in England and Wales under number 04823391. Registered Office: 30 New Road, Brighton, East Sussex, BN1 1BN. Gyr Financial Consulting Limited is an appointed representative of Gale and Phillipson Advisory Services Ltd which is authorised and regulated by the Financial Conduct Authority. (Reference numbers 811525 and 142752 respectively) Gale & Phillipson Advisory Services Ltd trades as Gale and Phillipson. Registered in England and Wales number 11334836. Registered Office: Level 1 Brockbourne House, 77 Mount Ephraim, Tunbridge Wells TN4 8BS.