Tax & Estate Planning

Tax & Estate Planning

Tax planning should be at the heart of all your financial planning.  At Kellands, we aim to develop tax and estate planning strategies that can help you manage your affairs in the most tax-efficient way. 

Effective tax planning can make a significant difference to your financial position. It can help you achieve your financial objectives whilst minimising the amount you pay in tax, possibly saving you hundreds or even thousands of pounds every year and increasing your disposable income in the process.

With the UK’s complicated tax regime, tax planning is one of the most important parts of the financial planning process. Tax planning is a complex, tightly regulated and highly technical field. It affects almost all your financial decisions - from savings and investments, and planning for retirement, through to estate planning and making your will.

We recognise that the circumstances of each individual client are different and will need special consideration.  Once we have a detailed understanding of your present situation and future priorities, we can then recommend sound tax planning strategies to help minimise your tax liabilities.

So whether you are looking to reduce your income tax bill, save on Capital Gains Tax (CGT) or create a plan to reduce your Inheritance Tax (IHT) liability, we can help you.

For tax and estate planning advice, contact Kellands Hale now.

News Feed

22/6/2018

EU tariffs on US goods come into force

The European Union has gone ahead with retaliatory duties against $2.8bn worth of US-made products.

Kellands Updates

June 20, 2018

What will a trade war mean for investors?

For quite a while now, there has been talk of a trade war between the US and China. However, it’s… Read more