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Tax Planning & Mitigation

Tax considerations play a vital part in our advice to you and any saving you make in tax is an additional and immediate return on your capital. We have connections with a number of tax and accountancy professionals and many of our new clients are introduced via these contacts. It is next to impossible to produce an efficient investment plan without ensuring that maximum advantage is taken of the various tax reliefs and exemptions available to all.

Our tax planning advice will consider:

Income Tax –

to ensure as far as possible that valuable returns in portfolios are not reduced by penal higher rates of tax, or wasted allowances.

Capital Gains Tax –

valuable Capital Gains Tax exemptions are often overlooked or underused to the severe detriment of long term returns on investments.

Inheritance Tax –

whenever possible, our planning will include structures that can be effective for accumulated wealth as well as meeting your ongoing income and capital needs.

Some of the above planning will utilise the major tax efficient structures such as Individual Savings Accounts (ISA’s) and Pensions but also extends to more involved planning that might utilise structures such as, Venture Capital Trusts, Enterprise Investment Schemes and Alternative Investment Market (AIM) investments.

Our advice can help you to build, and manage a tax efficient financial strategy that will maximise your returns in your lifetime while reducing or, in some cases, eliminating the impact of Inheritance Tax on your Estate on death. In our experience, many clients are not aware of just how large an impact Inheritance Tax might have on their Estates and we will always have conversations with you to outline your options.

“The Art Is Not In Making Money But In Keeping It” (Proverb)