Tax Planning

Tax is one of the few certainties in life. But with the right advice, it needn't be a drain on your income. Working in conjunction with your tax adviser we offer advice on all areas of tax mitigation, including income tax, inheritance tax and capital gains tax.

Our bespoke service enables clients to address taxation issues by investing in a variety of schemes that can add diversity to their portfolio whilst achieving tax relief in some cases of up to 40%.

Working in conjunction with your tax accountant or adviser we can offer advice on tax efficient investments such as Venture Capital Trusts and Enterprise Investment Schemes.

These types of investments use legislation introduced by the government to encourage the development of the UK economy, whilst enabling you to offset your income tax liability.

Contact our client services team on 08000 85 85 90 or email clientservices@lighthousetemple.co.uk to arrange for a local adviser to contact you.

Please bear in mind that these products are not suitable for everyone. Such plans can only be considered after appropriate advice has been given taking into account your individual circumstances.