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Tax-efficient financial planning

They say that two things are certain in life: death and taxes. While we can’t do anything about the former, we most certainly can mitigate your tax liabilities.

Nobody likes paying taxes, and with our professional help, you’ll only be paying what you need to and not a penny more.

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Expert tax advice

Over the years, you might face circumstances where thorough tax advice can reduce what you owe. The highly experienced team at Swallow Financial Planning can help you with all tax issues, including:

  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Pensions Lifetime Allowance Tax
  • Dividends & Savings Tax
  • Business Taxes (see our Business section)

With the Government trying to balance the books, the Treasury regularly shifts the goalposts to try and claw back as much in tax as it can. Our team keeps up to date with all these changing laws and advises how your financial planning strategy should shift accordingly.

We must all pay what we legally owe, but with the right advice, what the taxman requires might be reduced, leaving you to invest that money elsewhere.

Even if you think you’re paying the right amount of tax, it’s worth reaching out to us to see if there’s more that can be done to reduce your payments.

Talk to a financial planner

Our experienced team of chartered financial advisers and planners will help with any financial planning issues or questions you may have.

You might be a high-paid individual looking to plan your financial future, or perhaps you’re already retired but seeking investment, inheritance and tax planning advice. Our experienced staff will guide you in making the most of your money.

News

The latest news from Swallow Financial Planning and the financial industry

July 2022 Investment Bulletin July 6, 2022

Economic Outlook The economic outlook is as bleak as we have seen it since 2007.   These are the worst returns provided by...

The Chancellors Spring Statement March 24, 2022

Chancellor Rishi Sunak has delivered his spring statement, which we have summarised for our clients. We have only commented on English taxes....

March 2022 Investment Update March 8, 2022

It is unusual for us to put out an update on investments so soon after our December issue.  We like to think...

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry