Tax Planning

Effective tax planning helps minimise your tax liabilities and maximises wealth growth, ensuring tax efficiency for you and your beneficiaries. Our expert guidance on Inheritance Tax (IHT), Capital Gains Tax (CGT), and Income Tax relief helps you make informed decisions and achieve financial goals.

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Strategic tax planning for a secure financial future

Strategic tax planning plays a vital role in securing your financial future, ensuring wealth growth while minimising your tax liabilities. Our tax planning financial advisers focus on providing specialised solutions for Inheritance Tax, Capital Gains Tax, and income tax relief, enabling you to manage your tax position efficiently.

With expert advice on tax-efficient investment options and retirement planning, we help you navigate the complexities of the UK tax system to achieve your financial goals.

Tax planning services we offer

Inheritance Tax
Our inheritance tax planning services are intended to secure the future of your wealth. We assess alternate options such as gifts, trusts, and allowances, ensuring your assets are transferred to loved ones or organisations you value.
We are an award-winning Society of Trusts and Estate Practitioners (STEP) member.

Capital Gains Tax
When selling property, assets, or a business, it is critical to manage capital gains taxes correctly. Our financial advisers assist in structuring transactions to decrease tax liability by taking advantage of UK tax reliefs and allowances.
We provide solutions to help you retain as much of your proceeds as possible, whether it’s a property, stock, or company. By being proactive, we want to reduce tax liabilities while assisting you in meeting your financial objectives.

Income Tax
Income tax can have a substantial impact on your earnings, whether you are an individual or a sole trader. We examine your specific financial circumstances to determine whether allowances, exemptions, and tax advantages could apply to you. With our experienced advice, you can take a more informed approach to managing your income tax. When appropriate, we will recommend investing in assets that benefit from income tax relief, ultimately with the objective of lowering your income tax liability, or regaining a lost personal allowance.

What is tax planning?

Tax planning involves organising your financial affairs to minimise the taxes you pay. By carefully managing income, capital gains, and inheritance taxes, you can make the most of available reliefs and allowances, helping you secure your financial future while staying within UK tax regulations.

Financial specialists at Holden & Partners are on hand to provide guidance and support, ensuring you achieve your financial goals with confidence.

“I now understand the most tax-efficient way to manage money.”

Why partner with us for your tax planning services?

At Holden & Partners, we know how important tax preparation is for keeping and developing your wealth. Our tax planning services combine technical expertise with a customised approach to help you lower your tax obligation while fully complying with UK government rules. Whether it’s inheritance tax planning, capital gains tax management, or income tax optimisation, our team collaborates directly with you to develop plans suited to your specific needs.

With years of expertise in financial planning and a dedication to acting in your best interests, we offer independent guidance to help you reach your financial objectives in the most tax-efficient way possible.

Benefits of our expert tax planning services

By working with Holden & Partners, you can take advantage of various benefits that will help you manage your taxes and ensure your financial future.

Reduce tax liabilities:
Through our expertise, we can provide insights into implementing tax-saving methods that may save you more of your hard-earned money.
Stay compliant:
Stay on top of tax rules and regulations with our up-to-date tax planning assistance.
Plan for the future:
Integrate tax planning into your overall retirement and asset management approach.

How do I find a good tax adviser in the UK?

When looking for a tax adviser or accountant, it’s helpful to understand their experience and reputation. Feel free to ask how long they’ve been in the field, where they’ve worked, or if they’ve written anything or spoken publicly that you could check out.
How much can you give to someone in a tax-free UK?

In the UK, you’re allowed to give up to £3,000 annually without it being subject to inheritance tax—this is known as your “annual exemption.”
Can I file my own tax returns?

You can handle your own tax returns through Self-Assessment if you prefer, we work with accountants and can recommend someone appropriate for you give you confidence that everything’s in order and help you reduce your tax bill.

Get started in three easy steps

Get in touch

Contact us by phone, email, or online form to book a free consultation. Whether you prefer an in-person meeting or a virtual chat, we’ll start by establishing your requirements and specific goals.

Chat to an expert

During the meeting, we will offer straightforward recommendations and discuss how we can help you. We’re here to answer all your questions and provide realistic ideas to help you achieve your financial objectives.

Get a fixed quote

We provide clear pricing with no hidden surprises. Once we’ve analysed your needs, we’ll deliver a clear, set quotation so you know precisely what to expect before proceeding.

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