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Tax Planning for Private Clients

Tax Planning & Inheritance Planning

Nobody likes paying tax or inheritance tax. But while we wince at the amount of tax deducted from our salaries or the annual increase in council tax, many of us fail to take practical action to reduce our long-term tax liability and consider inheritance tax planning.

Research has shown that as many as 30 million people are paying an unnecessary amount of tax. Furthermore, HMRC’s revenue includes over £5bn that taxpayers could have avoided paying if they had arranged their affairs more efficiently.

Hence tax advice can help you make changes to savings and investment habits. We can offer advice on matters ranging from simple tax-free savings for children to tax strategies when you make your will.

A financial analysis used when putting together a personal financial plan
A man and his granddaughter looking at his bank account on a laptop

Looking at Your Inheritance Planning

At Henson Crisp we provide holistic financial solutions. Basically, this means that we see the bigger picture. So while we may be advising you on a suitable pension, at the same time we are looking at your earnings, your estate (your home and assets) and making sure that all your assets are working together to be as tax-efficient as possible.

Your Henson Crisp financial planner will advise you to fully utilise your annual personal savings and capital gains tax allowances, saving potentially thousands of pounds. Your planner will also provide advice on products including:

  • Individual savings accounts (ISAs).
  • Tax-efficient savings for children.
  • Personal pensions and self-invested personal pensions (SIPPs).
  • Estate planning and creating trusts.
  • Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS).

Stand-alone Tax Planning is not regulated by the Financial Conduct Authority.

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