Am I paying too much tax on my assets?
Obtaining expert planning advice allows you to stay tax-savvy and make the most of allowances.
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Maximise allowances
Stay in full control
Accumulating wealth is just the beginning of your financial journey; the real challenge lies in preserving and expanding it. No one enjoys paying taxes, but it’s all part of accumulating wealth and owning a business. Fortunately, there are legitimate ways to minimise the tax you pay.
Income Tax, Capital Gains Tax, Inheritance Tax – they are all words you’re familiar with but potentially haven’t given a lot of thought to. We’ll work with you to make use of your tax allowances and ensure you don’t pay more tax than is necessary.
How we help you…
Tax allowances
Learning to make the most of tax allowances can minimise the income you’re taxed on and keep more money in your pocket. We’ll team up with you to discover potential opportunities you might not know about and then organise your finances to ensure you get the best tax benefits.
Business tax planning
If you own a business, you might be worried about the hefty taxes you could face when dealing with your pensions or selling your company. We’ll look at both your personal and business taxes as part of our lifestyle planning service, so you can plan for your long-term financial goals.
Professional connections
We can achieve so much more when we team up with other professionals. By tapping into the knowledge of our trusted accountants, we’re able to offer personalised tax advice. This makes it easy for us to seamlessly provide top-tier solutions and truly offer the very best service.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes that cannot be foreseen. Tax planning is not regulated by the Financial Conduct Authority.
Your journey
Step 1
Initial chat
The starting point on your journey with us is designed to give you the space to talk and tell us about your goals.
Step 2
Status check
We will gather additional information, including your income, expenditure and lifestyle, and then we will map out what could affect these over time.
Step 3
Uncover scenarios
We will have another meeting to identify different scenarios. This will consider questions such as “Am I paying more tax than necessary?”
Step 4
Staying on track
Seeing your plans come to life is the best part of our job and we will be there to guide you on this journey.
What our clients say
While we could certainly say tons of great things about our work and success stories, isn’t it more fitting to let our clients do the talking?
Eden Gate Financial Planning is a trading name of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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