Whatever your financial goals may be, having a good tax planning strategy and making good use of the many allowances and reliefs available, is vital.
This handy guide looks at:
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Income Tax
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The 60% Tax Trap
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Capital Gains Tax
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Dividend Tax
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Inheritance Tax
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This guide has been designed to help you consider some important aspects of tax planning which are often overlooked, as well as to highlight how our team can help.
With our experience and our state of the art cash-flow planning systems, we can help you design a robust retirement and tax plan.
For investors with £200,000 or more, in investible assets, we are happy to offer a free consultation with one of our team, with no obligation. Please call on 01244 62 88 71, drop us an email at info@xvwealth.co.uk or send us a message via the website here.
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Download your Guide to Tax Relief 25/26 here!
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The levels and bases of taxation, and the reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
The value of Pensions and Investments and the income that they produce, can go down as well as up and you may not get back the full amount that you originally invested.​​​​​