T
ax affects our everyday life. For a financial adviser to be in a position to be able to accurately advise clients I believe he must have a good understanding of tax legislation. Areas where we are particularly effective are in providing sound advice are;
- Termination Payments
- AVC Reliefs
- Early retirement calculations
- Max funding for corporate pensions
- Maximum funding for tax free cash
- Succession Planning & Business Exits
- Inheritance Tax Planning and Passing on Wealth in a tax efficient manner
- Considerations when making a Will