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Introduction to Tax Planning

Taxing Questions

Most of us risk being taxed on our income, our capital gains and the value of our estate when we die. It is worth obtaining a clear grasp of how these taxes work by discussing with a financial adviser the most tax efficient financial planning for you.

One thing is for sure with all forms of tax; if you do nothing, the government will make sure a share of your hard earned wealth ends up in their hands.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The Financial Services Authority does not regulate Taxation & Trust advice.

For further information about the 2012 Budget changes please click here.


General Enquiry

Company address:
Warwickshire Independent Financial Services Limited, 6 Doctors Lane, Henley In Arden, Warwickshire, B95 5AW
T: 01564 797 370
F: 01564 797 380

Email: office@wifs.co.uk

Registration address as company address
Registration number: 5933159
Registered in: England & Wales

Warwickshire Independent Financial Services Limited is Authorised and Regulated by the Financial Services Authority.

Warwickshire Independent Financial Services Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 467173

The FSA do not regulate National Savings products and some forms of mortgage, taxation planning, inheritance tax planning and offshore funds.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Telephone: 01564 797 370 | office@wifs.co.uk

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