Tax Strategy

Who likes paying Tax…?

As part of our Lifestyle Financial Planning service, we will critically examine how your finances can be arranged to minimise the impact of tax (that’s any tax, by the way!) on your money.

With clear lifestyle goals in place, our role is to make your money last as long as it can, therefore the extent to which we can reduce any ‘tax take’ means what you have got, will go further. The earlier we can start the planning, the better we can arrange your affairs to be tax-efficient – we support and promote tax efficiency, but not avoidance!!

Where suitable, we also recommend trusts to manage inheritance tax liabilities and help ensure as much of your family wealth as possible, can be left to the next generation.  

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From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.

Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!