Tax planning

Tax planning is a core activity of Cassons Financial Planning's team and they work very closely with Cassons business advisers LLP’s specialist tax team  to ensure that our clients receive the highest levels of cohesive tax and financial planning advice. 

Income tax, inheritance tax (IHT) and capital gains tax (CGT) are all highly complex so it is certainly prudent to take advice to ensure that you are taking full advantage of the various tax efficiencies that may be available. 

The tax advice we give is always tailored to our clients' personal circumstances. Clients are rarely identical, so "one size fits all" does not work! 

And having chartered accountants as part of our extended team means that we can combine our tax advice on your personal matters with that for your business so that we are taking a truly holistic approach. Areas in which we advise include:

  • Tax-efficient investments including pensions, venture capital trusts, enterprise investment schemes, as before.
  • Remuneration planning for owners and key employees, including dividend or fees planning, tax efficient remuneration and share incentive schemes.
  • Estate and inheritance tax planning, including advising on the structure and content of Wills and inheritance tax efficient investments.
  • Trust planning, in conjunction with estate planning or otherwise.

NOTE.   Cassons business advisers LLP is regulated by the Institute of Chartered Accountants in England and Wales.

You can click here for more information about tax planning services from Cassons business advisers LLP.


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If you would like to find out how we can help you, please call us or send an email. We’d be delighted to arrange a no obligation meeting with you.

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