07 May Tax Planning
How tax efficient
are your savings?
Tax Planning and Intergenerational Planning
No one should be expected to pay more tax than they have to, but tax-efficient planning
is a technical subject.
Whether you are looking at paying Inheritance Tax in the future, worried about beneficiaries having
to do so on your estate, or want to know the implications of Capital Gains Tax on assets or a change
in circumstances, Eight Wealth Management can assist in all aspects of tax mitigation.
The levels and bases of taxation and reliefs from taxation can change at any time and are
dependent on individual circumstances
Want to keep it in the family?
One of the most popular reasons for getting financial planning is to look after your family. The majority of people who have worked and saved hard want to provide opportunity and support for future generations of children and grandchildren.
Some people take advantage of child-orientated investments such as saving ISAs, pensions and trusts, others want to help young adults take that first step on the property ladder, and a lot want to find the best way to hand down wealth to the next generation through effective Inheritance Tax advice.
Whatever your ambition, Eight Wealth Management’s financial advisers have years of experience advising on how to best negotiate cross-generational wealth.
There are many other areas of financial planning
which can be discussed in more detail at your meeting.
We will work with you to identify your financial objectives and
provide a bespoke solution to help you achieve your goals.
Corporate Financial Planning
There are many areas relating to Corporate Financial Planning. Should you require company pension advice, we will work with you to identify your financial objectives and provide a bespoke solution to help you achieve your goals.
You may be approaching retirement and need to put a plan in place, be planning for your future, or even pursuing your dreams of retiring early. Whatever the reason, we can help you achieve your retirement goals.
There are many scenarios when financial protection should be considered. If you suffer from a serious illness, an accident, and/or lose the ability to work, your loved ones are taken care of.