An Introduction to personal financial and tax planning

An introduction to tax planning

Tax planning is the legal process of arranging your affairs to minimise a tax liability.

Intro to the tax system

Tax law is more complicated than ever. As a consequence tax planning is more important than ever before. We are available to guide you through all aspects of the tax system.

Planning aspects

Planning is bringing the future into the present so that you can do something about it now.

Home aspects

The importance of careful planning extends to your home life as well as your business

VCT and EIS

Subscribers to VCT investments are eligible for tax relief of up to 30%. Professional advice must be sought before making investments that qualify for these reliefs.

Recovery or 'double dip' recession centre

We have a range of up to date articles and commentaries on the ongoing recovery.

Aspects of investments and investing

How much do you need to save? What saving is tax-efficient? When will you be a millionaire?

Pensions

What has happened to your retirement planning? When will you retire? How much will you need to live comfortably?

Archive...

Autumn Statement 2011

News and analysis made by the Government.

2010 Economic Review

For those interested in an overview of the ups (very few) and down this year. Read the Economic report here.

Comprehensive Spending Review : 20 October 2010

News and analysis made by the Government on the 20 October 2010.