Platinum Financial About Us

Tax Planning

Tax planning can be a complicated area of financial planning, however the result is simple. By making your money more tax efficient, you will pay less tax and retain more of your wealth.

Things to consider: Are you a higher rate tax payer?

Are you going to inherit a large sum of money? Are you making the most of tax saving benefits?

The UK tax system is notoriously complex, but the benefits of structuring your finances tax-efficiently can be huge. We can help you do this while ensuring you are making the most of the available allowances, so you won’t pay any more tax than you need to. Whatever your tax position, we consider your overall tax situation, where your potential tax liabilities are and the effect they may have on your life goals. With this understanding we develop an appropriate strategy in order to make your money more tax efficient. Our financial advisers can work with you to ensure you are utilising your full allowance across the following: Income Tax

Capital Gains Tax Dividend Income Contributions into ISAs, pensions, and other savings accounts

14