At Skerritts, we are here to help individuals to structure their financial affairs more tax efficiently.
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.
If you are interested in discussing the above ideas or any other financial planning issues, please do not hesitate to contact our Financial Planning Team.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.