Tax Planning for Individuals

The tax year end is almost upon us, so now’s the ideal time to ask yourself whether you’re making full use of your tax allowances!

No one likes to pay more tax than they have to and with our expertise and careful planning, we can help you to save tax by making optimum use of the various reliefs, allowances and exemptions available to you.

Whether you are investing for growth, require an income from your investments or are looking to pass funds on to younger family members, when structuring an investment portfolio, we will aim to utilise the reliefs, allowances and exemptions for;

• income tax,
• dividend and savings income,
• capital gains tax and
• inheritance tax.

Where appropriate, we will take advantage of;

• ISA allowances,
• pension tax relief (including annual and lifetime allowance planning),
• business relief,
• gift exemptions and
• tax relief on VCT/EIS/SEIS investments.

The UK tax system is complex, and the legislation is continuously changing. Regular meetings with one of our financial planners will help you to be safe in the knowledge that your money is growing as tax efficiently as possible, within the rules set out by HMRC.

Get in touch to find out more about our Tax Planning Services for Individuals
Springfield Financial Services Ltd offers Tax Planning Services to individuals throughout Preston, the Ribble Valley, the Fylde Coast and the Lake District, as well as further afield.

For further information or to arrange an initial no-obligation consultation at our offices or another mutually convenient location, please telephone us on 01772 729 742, or alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.