Tax PlanningA great deal of effort which goes into creating savings and establishing investment strategies can go unrewarded if tax planning is neglected. According to HMRC’s own estimates, many thousands of people pay unnecessary amounts of tax each year, either because they do not shelter their arrangements in appropriate ‘wrappers’ or simply because they are unaware of the reliefs and allowances which are available to them. Whilst we should never allow tax planning to overtake all other considerations, we neglect the tax treatment of our financial affairs at our peril. No investment or insurance product can satisfactorily fulfil its purpose if it creates an unexpected tax liability, so be sure to take advice on your tax position, and get help in completing your returns if you need it. |
GT Independent Financial Advisers
Wall Terrace,
44-46 Chapel Street, Marlow,
Buckinghamshire. SL7 1GG
t: 01628 473298
f: 01628 481166
e: enquiries@gtifa.co.uk
GT Independent Financial Advisers have been running Retirement and Midlife Financial Planning seminars, often as part of broader-based midlife and retirement seminars, for employers of all types for many years.