Plan Your Retirement

Tax

Tax can be a complicated  area of personal finance. We can work with you to identify opportunities to reduce the amount of tax you need to pay.

  • ISAs/Pensions – we make sure our clients are taking advantage of appropriate tax wrappers
  • Capital Gains Tax – we help our clients utilise their tax free exemptions and minimise CGT.
  • Self Assessment – we are fully registered tax agents and can assist clients in completing their tax returns to HMRC
  • Pensions – we advise our clients on the most tax efficient ways to save into their pensions and also to access their pensions at retirement

We are members of the Association of Tax Technicians.

Get in touch for a free initial meeting

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Paul is very approachable, clear, enthusiastic and well informed. He takes care to adjust the level of his advice to his client and to their changing needs. Transactions are effected promptly and carefully

SD Retired Director
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I was recommended The Financial Planning Practice by a friend and have now been receiving advice from them for over 20 years, I have in turn recommended them to close friends who I know are wholly satisfied with the service they receive.

NM
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Paul has been our financial advisor for the last 15 years, and has always been extremely responsive, attentive and professional.

MH
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Meticulous in planning advice and attention to detail - Paul takes a comprehensive overview of aspects of financial planning and takes a long term view. He has spotted several potential issues which could have resulted in a loss.

MR University Dean
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Paul provides excellent advice across a range of products with an emphasis on long-term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.

AB CEO