TAX PLANNING

Nobody likes to pay tax but if you have investments or run your own business, the fear of not paying the correct amount of tax can often mean you pay too much.

Tax is a complex area and, as a team, we monitor the constantly evolving legislation to ensure that everything we do will minimise the potential tax, from income tax and capital gains tax, to inheritance tax.

By taking advantage of legitimate allowances and reliefs, we can help you to reduce your ‘tax wastage’ to ensure that you keep as much of your hard earned wealth as possible.

To discuss this further, please contact us.

Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.

To speak to one of our specialist team, please email info@condieswealth.co.uk or call us
on 01383 721421.

Condies Wealth Strategies Limited, trading as Condies Wealth, is authorised and regulated by the Financial Conduct Authority (FCA) no.748895.

Registered in Scotland SC381967. Registered office 10 Abbey Park Place, Dunfermline, KY12 7NZ.

You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you have invested.

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Trusts, some forms of estate planning/inheritance tax solutions are not regulated by the Financial Conduct Authority. All statements concerning the tax treatment of products and their benefits are based upon our understanding of current tax law and HMRC practices both of which are subject to change in the future. Levels and bases of reliefs from taxation are also subject to change and are dependent on your individual circumstances'.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.

FOS details can be found at https://www.financial-ombudsman.org.uk/