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Tax Planning

 

Why pay more tax than necessary?

As a specialist tax planner we can help you save tax now and in the future with regards to:

 

  • Income tax
  • Capital Gains Tax
  • Inheritance Tax
  • National Insurance (employer and employee)
  • Corporation Tax
  • Stamp Duty Land Tax

 

TaxIf you have a desire to reduce your liability to any of the above taxes, contact us to arrange a mutually convenient meeting.

 

Whilst we can provide the standard tax solutions, such as ISA usage and pensions, we can also help mitigate your tax through advanced and sophisticated tax planning solutions.

 

Often simple solutions can reduce tax, such as holding different asset types inside an ISA and other assets outside.

 

We will be glad to liaise with your accountant and solicitor, and we can introduce you to tax lawyers and our specialist Tax Consultant, who also liaise with your professional advisers.

 

Tax planning on it's own is not regulated by the Financial Services Authority, although many of the solutions, such as ISA's, pensions and offshore bonds are. Whether we are acting in a regulated or un-regulated capacity, we work on the basis that everything we do is regulated. As such you can always expect the highest standards.

 

If you are moving abroad, we have several solutions that may interest you with regards to Off-shore Investments and Qualifying Retirement Overseas Pension Schemes (QROPS), which may be an ideal home for your pension funds.

Alan Cox

Alan Cox

APFS, AffSWW

Off-Shore Tax Planning

  • Off-Shore Bonds
  • QROPS (Qualifying Retirement Overseas Pensions Scheme)
  • Trusts

 

If you are moving abroad, or planning to, speak to us first. We'll help you to save tax.

 

Contact us for further assistance, we'll be glad to help:

Telephone (UK Landline rates apply):
05603 267 177

E.mail:
alancox@zenitham.co.uk

Address:
Acorn House
151 Sweetbriar Way
Cannock
WS12 2UL