Tax Planning
Tax is one of the few certainties in life. But with the right advice, it needn't be a drain on your income. Working in conjunction with your tax adviser we offer advice on all areas of tax mitigation, including income tax, inheritance tax and capital gains tax.
Our bespoke service enables clients to address taxation issues by investing in a variety of schemes that can add diversity to their profile whilst achieving tax relief in some cases of up to 40%.
Working in conjunction with your tax accountant or adviser we can offer advice on tax efficient investments such as Venture Capital Trusts, Enterprise Investment Schemes and Film Partnerships.
These types of investments use legislation introduced by the government to encourage the development of the UK economy, whilst enabling you to offset your income tax liability and in some cases your capital gains tax liability.
If minimising your tax burden is important to you then make sure you talk to us about:
- Venture Capital Trusts
- Enterprise Investment Schemes
- Film Partnerships
Please bear in mind that these products are not suitable for everyone. Such plans can only be considered after the appropriate advice has been given taking into account your individual circumstances.
LightBlue Wales is a trading style of Lightblue Independent Financial Advisers Limited which is authorised and regulated by the Financial Services Authority
The Financial Services Authority does not regulate tax and trust advice, will writing, offshore investments, overseas mortgages, non-residential mortgages, commercial loans and some forms of buy to let mortgages.
