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Taxation & Trusts

Taxation and Trusts have been another long term strength so that wealth can cascade down through the generations. As the political climate has changed, we have risen to the challenge of offering up to date advice by means of specialised exams and experience.

With the 45% additional income tax band, the reduction of personal allowance once income exceeds £100,000, dividend band, savings band and personal savings allowance, planning for income tax efficiency is vital. 

Capital Gains Tax mitigation remains an important end of tax year planning tool because if you do not use the annual CGT free allowance, you will lose it. 

Both Jenni and Alex have been asked to contribute to BBC Radio Somerset in the past when personal tax matters hit the headlines, for example the abolition of the 10% income tax band.

Both Investment and Pension products can be wrapped in a Trust for Inheritance Tax purposes where we have accumulated a lifetime of Case Work. Additionally, school fee planning for children and grand-children can be carefully measured by the use of spreadsheets to achieve financial goals for several decades.

The key elements in IHT planning are

  • Revalue assets
  • Categorise according to the Reliefs available
  • Draft fresh IHT exercises to show taxable estate
  • Select from Top 10 IHT Options.

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Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 http://www.fca.org.uk/register.

Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.

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The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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