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Personal Wealth » Wealth Creation » Tax Efficiency & Allowances

Tax Efficiency & Allowances

As Benjamin Franklin said, “in this world, nothing is certain but death and taxes."

At Skerritts, Tax efficiency is inherent in all our processes. Our goal is to ensure that you make full use of all available allowances and reliefs where possible. Tax Efficiency, is the acceptable method of using allowances and arranging your financial affairs to minimise your tax obligation and liability.

Some of the key services we can offer to individuals in relation to tax mitigation include:

 Making proper use of tax efficient investments such as Individual Savings Accounts.
 Structuring pension contributions to maximise on tax efficiency and any unused allowance.
 Inheritance Tax Planning, including how to make use of the relevant exemptions.
 Reviewing the investments held by an individual, both for suitability and also for tax efficiency purposes.
 Reviewing existing pension arrangements and retirement options, to ensure that when the time is right, pension benefits are taken by the client in the most suitable way, and the end result is tax efficient.

Make sure you take full advantage of the tax saving opportunities open to you and contact our Chartered Financial Planning Team.”

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