Vantis has a wealth of tax planning expertise on-hand for issues such as capital gains, retirement, inheritance, use of business property and family trusts.
Personal Tax clients benefit from an annual planning meeting (more frequent if appropriate or desired), regular updates on relevant changes in legislation and the opportunity to attend seminars and briefings on tax issues.
Year End Tax planning for 2006/2007
The current tax year is almost at an end, have you made the most of your available tax allowances, including those for Income Tax, Capital Gains Tax (CGT) and Inheritance Tax (IHT)?
Some points to consider
For example, have you:
- examined the transfer of your individual assets with your spouse so as to most efficiently minimise your tax liabilities?
- used your annual CGT exemption, or do you need a review to examine your options?
- taken advantage of your annual £3000 IHT allowance?
- taken into consideration opportunities brought about by Pensions 'A' Day?
Click on the link below to view our Tax Planning booklet or contact us to arrange a review meeting.
Year End Tax Planning Brochure