Personal Tax Planning

One aspect of managing your finances is ensuring that you pay the correct amount of tax; if you pay too little this can have serious consequences and if you pay too much you will lose part of your income. With so many personal factors and legal regulations to consider, tax planning can become complicated and it’s easy to make mistakes.

“We provide good, solid planning to mitigate tax exposure for you and your family including the tax liabilities for the next generation. We do not look at entering aggressive tax planning schemes which need to be changed on an annual basis.”
David Cornelius, Partner

What advice can I expect?

The decisions that we make about our finances have a direct consequence when it comes to tax and it follows that the advice that we provide bears these implications in mind. At Nash & Co we like to sit down with you to talk about what it is that you would like to achieve, before we explore and make suggestions on how these objectives may be accomplished – in the most tax efficient manner.

What are the areas I should consider?

As personal tax planning interlinks with all areas of your personal finance, we provide a broad service that takes into account all your needs, but there are also specific aspects of finance to think about, such as how best to treat assets that you wish to pass on to your children and altering ownership of property to maximise capital gains tax relief.

Where do I start?

In the first instance just contact us for a consultation where we will take into account the assets and plans that you have and we can then move to the next stage of options and choices. If you are unsure of the relevance of such planning, again just contact us as we are happy to answer any questions.

There is a great deal of information available about personal tax planning online and much of it provides good general advice, but we are here to ask the right questions and to take into account your unique circumstances and to keep you up to date with new rules and regulations.

Contact David Cornelius or one of the team and we can talk about how we can help you. David’s email address is [email protected] or you can call himon 01752 827076.