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Tax Planning and Wealth Management

 

Get the Most From Your Money....

It has always been important to protect your wealth from the tax man but this is even more important with the introduction of increased tax rates from April 2010. The good news is that there are still plenty of opportunities to implement tax efficient investment and retirement strategies.

Whether you’re concerned about preserving, growing or passing on your wealth to the next generation, you should speak with one of our highly qualified and independent tax and wealth management specialists.

The Tax Team

The Beever and Struthers tax team has a wide range of knowledge and extensive experience to complement the variety of sectors we serve.  Our partners have previous experience drawn from international and small practices and are qualified accountants and chartered tax advisors.

 

Wealth Management Specialists

We can source the most tax efficient and cost effective wealth management solutions from the myriad of products and services available to both individuals and corporate clients.  With no ‘in-house’ products or services to promote we act as a truly independent source of advice providing a highly personalised service both initially and at regular intervals thereafter.

The staff at B&S FM Ltd are independent financial advisors and wealth management specialists. We have been established for over 20 years and are authorised and regulated by the Financial Services Authority.

 

Ways to reduce your tax liability:

 

·         Accelerate income or defer expenditure in the current year, 2009/10 [more]

·         Ensure that there is an appropriate split of income between spouses [more]

·         Review investment vehicles to seek capital returns rather than income returns [more]

·         Incorporation of a sole trader or partnership [more]

·         Pension contributions [more]

·         Gift aid payments [more]

·         Reviewing the tax efficiency of the dividend/bonus/pension payment [more]

·         Consider changing your Year End to 31 March if you are a sole trader or partnership [more]

 

There may be other options dependant on your personal circumstances so contact us to find out more.

There are also a number tax schemes available to assist in reducing the taxable income that needs to be declared on company tax returns or your personal tax return as applicable.  HM Revenue & Customs will seek to challenge the tax deductibility of these schemes.  If you wish to discuss these schemes please contact us.

 

Disclaimer:

B&S FM Ltd are authorised and regulated by the Financial Services Authority

·          All statements concerning the tax treatment of products and their benefits are based on our understanding of current tax law and HM Revenue and Customs’ practice. Levels and bases of tax relief are subject to change.

·          Past performance is no guarantee of future returns.

·          The price of units and the income from them can fall as well as rise.

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