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Introduction to Tax Planning

Taxing Questions

Most of us risk being taxed on our income, our capital gains and the value of our estate when we die. It is worth obtaining a clear grasp of how these taxes work by discussing with a financial adviser the most tax efficient financial planning for you.

One thing is for sure with all forms of tax; if you do nothing, the government will make sure a share of your hard earned wealth ends up in their hands.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The Financial Services Authority does not regulate Taxation & Trust advice.

For further information about the 2012 Budget changes please click here.


General Enquiry
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Company address:
Harmony Wealth Management , Thompson House, Thompson Close, Whittington Moor, Chesterfield, Derbyshire, S41 9AZ
T: 01246 268571
F: 01246 268816

Email: enquiries@harmonywm.co.uk

Harmony Wealth Management is an Appointed Representative of Charles James Financial Planning who is Authorised and Regulated by the Financial Services Authority.

Charles James Financial Planning is entered on the FSA register (www.fsa.gov.uk/register/) under reference 135205

Telephone: 01246 268571 | enquiries@harmonywm.co.uk

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