Tax planning

Our financial planners understand that reducing tax is not all that matters. Buying into a scheme that saves 40% tax doesn’t seem so clever if you lose 60% of the capital value. It is as well to remember the saying: ‘If something looks too good to be true, it probably is!’

Tax affects nearly all areas of financial planning. Tax may be a necessary evil, but it is perfectly ethical and legitimate to arrange your affairs so as to minimise the amount lost to taxation.

We believe that:

• it is relatively simple for many of us to reduce our tax burden
• reliefs and allowances are there to be used

• tax-efficient investments should be considered as part of an overall financial strategy to help maximise investment returns 

Hart Brown’s financial planners will help you structure your financial affairs tax-efficiently so as to match both your needs and objectives and your attitude to risk.

To speak to someone who can help with tax planning or any other type of financial planning call, email or request a call back from one of our specialist advisers.