Tax and Life Assurance Planning

Tax Planning
A number of tax planning strategies exist for reducing one’s tax liability through the efficient use of investments and/or investment products. Our qualified advisors will ensure that your portfolio is structured as efficiently as possible. For more information regarding the efficient tax planning of your investments please contact us. (Remember that to arrange one’s affairs in such a way as to reduce tax is acceptable, however tax evasion is a serious offence)
Life Assurance Planning
Through our associate partners we can provide clients with many risk covers to cater for their individual circumstances.  These covers would be re-assessed in order to ensure they remain appropriate and relevant to the individual.

-life cover

-disability

-dread disease

-income protection

-key man policies

-buy and sell policies

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