Conserving Wealth

The generation of capital growth usually brings with it calls for gains to be shared with the taxman. It behoves everyone to limit the amount of money paid away in taxes to the legal minimum. This means ensuring that some of the investment gains exploit the available legal exemptions conferred by the Chancellor. It might also entail setting up the necessary structures to allow for transmission of family wealth to the next generation as near intact as possible. The only people who pay inheritance tax are those who do not plan to avoid it and Middle England stumps up most of the taxes raised.

The judicious choice of investment vehicle for individuals or companies can avoid unnecessary payment away of tax or delay payment away of tax. Conserving wealth is not easy. Tax legislation is dense and complicated and most members of the public need a guiding hand. Part of the added value we bring to our clients is the experience and qualifications of our staff in the tax area. Investment planning and tax planning need close integration and we proactively encourage clients to pay attention to the need.

We bring these skills into play singly or in combination, depending on the individual needs of each client.

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