Personal Tax Planning

Most of us are taxed on our income, our purchases, our capital gains and the value of our estate when we die.  The three main taxes that might affect you are:-

• Income Tax
• Capital Gains Tax (CGT)
• Inheritance Tax (IHT)
  

 Tax is no one’s friend, so why pay more than you need to?

• Basic Rate Tax Payers
• Higher Rate Taxpayers
• Starting Rate Taxpayers

The following is an overview of the areas that we can provide guidance, information and advice on:

• Personal Allowances – what are you entitled to?
• Tax Wastage – Are you paying too much tax?
• Tax efficient Investments and Tax Free Savings
• Inheritance Tax Advice
• Trusts

It is important to acknowledge that your financial circumstances are unique, and so too will be the tax-efficient options open to you, to meet your needs. Discussing your financial planning situation with an Independent Financial Adviser can help cut your overall tax liability significantly.

We hope you find this section informative. If you require tax help, further information on the items relating to Tax Planning or have any queries please use our contact page or e-mail: enquiries@langtons.co.uk 

Langtons have advisers throughout Dorset, Somerset Devon & Cornwall who provide tax advice.

All informtion is based on our current understanding of legislation and HM Revenue and Customs (HMRC) practice both of which are subject to change.