Financial Planning

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

Ian Lees & Co. Asset Management is Authorised and Regulated by the Financial Services Authority.

Ian Lees & Co. Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 184792

The FSA do not regulate National savings products, loans, Will writing and some forms of mortgage, offshore funds and inheritance tax planning.

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

Ian Lees & Co. Asset Management
59 Watling Street, St Albans, Hertfordshire, AL1 2QF

Tel: 01727 833857Email: enquiry@ianleesassetmanagement.com