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Strategic Wealth Management
1 East Point
Seal
Kent
TN15 0EG
T: 01732 760000
F: 01732 763816
E: info@strategic.uk.net
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Tax and Estate planning
Taxes are in some cases unavoidable, but there are a range of ways we can help to make a tangible difference to the amount of tax you pay both now and in the future.
Selecting the right 'tax wrapper' for your investments can boost the returns you receive and the chances that your financial and personal objectives can be acheived. By utilising available allowances on income and capital gains you could increase your disposable income and reduce the impact of tax on investment returns.
Inheritance Tax is a voluntary tax paid by those who fail to make the necessary plans during their lifetime. At Strategic Wealth Management we can advise you on the full range of options to help make sure that your chosen benficiaries get the maximum of benefit from your estate after your death.
Where it is sensibe to do so we will introduce you to professional estate planners who can provide tax and legal advice in the area of estate planning and IHT mitigation.
High-earners in particular can benefit from government 'endorsed' tax incentive schemes, which allow tax to be reclaimed or deferred until a later date. Our market leading position means that we can provide our clients with access to some of the leading tax planning solutions from established specialists in this area.
To find out how we can help you to save tax please contact us.
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Strategic Wealth Management is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 137472
The Financial Services Authority does not regulate Taxation and Trust advice.