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Wealth Protection, Wealth Transfer'
Tax Planning
With careful tax planning we can help devise strategies that will minimise inheritance tax, capital gains tax and income tax. We can advise you on ways to ensure a smooth transfer of wealth from one generation to the next and we are able to investigate ways of ensuring that as minimal amount of tax as possible is paid during your lifetime.
- IDFM are independent financial advisers.
- We listen to our clients and work with them to achieve goals and realise their ambitions.
- We tailor a financial plan for each client’s circumstances to achieve their set objectives.
Our service encapsulates the following 3 elements:
Inheritance Tax & Estate Planning
and not the taxman?’
In some cases people leave more money to the taxman then they leave to their own children.
Our ‘Inheritance Tax & Estate Planning Programme’ covers the following:
- Detailed review of your overall financial situation taking into account personal tax position.
- Assessment of inheritance tax liability.
- Comprehensive financial planning.
- Investment portfolio management.
- Strategies to mitigate inheritance tax liability.
- Using interactive ‘Lifetime Cashflow Modeling’ software we can clearly illustrate how your Life Plan works.
- Our ‘Inheritance Tax Planning’ works alongside your existing professional advisers such as solicitors and accountants.
We believe our approach to ‘Inheritance Tax Planning’ could be of immense benefit to you and your family so please contact us to arrange a Discovery Meeting with a Planner.
Capital Gains Tax
In some cases people pay far too much in capital gains tax. If the available savings were recycled into financial planning the impact on ‘lifetime cashflow’ can be significant.
Our ‘Capital Gains Tax Planning Programme’ covers the following:
- Detailed review of your overall financial situation taking into account personal tax position.
- Assessment of capital gains tax liability.
- Comprehensive financial planning.
- Investment portfolio management.
- Strategies to mitigate capital gains tax liability.
- Using interactive ‘Lifetime Cashflow Modeling’ software we can clearly illustrate how your Life Plan works.
- Our ‘Capital Gains Tax Planning’ works alongside your existing professional advisers such as solicitors and accountants.
We believe our approach to ‘Capital Gains Tax Planning’ could be of immense benefit to you and your family so please contact us to arrange a Discovery Meeting with a Planner.
Income Tax
so that I benefit from my income not the taxman?’
In some cases people pay far too much in income tax. If the available savings were recycled into financial planning the impact on ‘lifetime cashflow’ can be significant.
Our ‘Income Tax Planning Programme’ covers the following:
- Detailed review of your overall financial situation taking into account personal tax position.
- Assessment of income tax liability.
- Comprehensive financial planning.
- Investment portfolio management.
- Strategies to mitigate income tax liability.
- Using interactive ‘Lifetime Cashflow Modeling’ software we can clearly illustrate how your Life Plan works.
- Our ‘Income Tax Planning’ works alongside your existing professional advisers such as solicitors and accountants.
We believe our approach to ‘Tax planning’ could be of immense benefit for you and your family so please contact us to arrange a Discovery Meeting with a Planner.
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