The use of legitimate tax planning to reduce your liabilities and ensure you are paying the lowest amount of tax possible can enhance your wealth and help you achieve your financial objectives sooner.
HGSL can assist you with your personal Income Tax planning and advise on how best to use the reliefs and exemptions available to you in order to minimise your Capital Gains Tax liability.
Tax treatment varies according to individual circumstances and is subject to change.
Call 0161 519 8500 to speak with an adviser.
Capital Gains Tax is a tax on the profit when you sell (or ‘dispose of’) something (an ‘asset’) that’s increased in value. It’s the gain you make that’s taxed, not the amount of money you receive. Some assets are tax-free. You also do not have to pay Capital Gains Tax if all your gains in a year are under your tax-free allowance.
It is important to consider whether any investments have made a loss and whether excess gains could be offset by any losses. Losses can be carried forward indefinitely, so it is important to include gains, losses and the annual exemption in any calculation to determine how to maximise relief.
The Financial Conduct Authority(FCA) does not regulate taxation advice.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Inheritance tax is a tax paid by a person who inherits money, property or possessions of a person who has died.
There’s normally no Inheritance Tax to pay if either:
If you’re married or in a civil partnership and your estate is worth less than your threshold, any unused threshold can be added to your partner’s threshold when you die. This means their threshold can be as much as £950,000.
The Financial Conduct Authority does not regulate advice on Estate Planning or Inheritance Tax Planning.
Haven Global Strategies LTD is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning LTD, which are authorised and regulated by the Financial Conduct Authority (FCA). Our FCA registration no. 554246.
Haven Global Strategies LTD is a company registered in England & Wales no. 07661911. registered office: Earle House, Ground Floor, Atlantic Street, Altrincham, Cheshire WA14 5DD.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate Trusts, Will Writing and Tax Planning.