What is Tax Planning?
Tax affects what you buy, how long you hold it and when you sell. Keeping this in mind through the year can change how much you actually keep.
We look at the investment side of your tax. Your chartered accountant still files your return, and we're happy to work with them.
Who it's for
- You make tax-saving investments in a hurry every March
- You have capital gains from shares or mutual funds
- You run a business or have more than one source of income
How we can help
- Choose tax-saving investments that also suit your goals
- Plan when to redeem, keeping capital gains in mind
- Put together the statements your chartered accountant needs
Risks to know about
- Tax rules change, so last year's plan may not work this year
- Don't buy a poor investment only to save tax
- Confirm your final tax position with your tax adviser
Ask us about Tax Planning
Fill this in and we'll give you a clear yes or no, with a timeline.
Questions people ask
No, your chartered accountant should do that. We help with the investment side and can share what they need.
April, at the start of the financial year. Investing a little each month is much easier than finding a large amount in March.
