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PWM’s Tax Optimisation Strategy

Although paying tax is inevitable, there are a number of legitimate ways in which your tax bill can be reduced. Without the right tax strategy in place your capital can be eroded very quickly. Our aim is always to structure your assets to mitigate your tax burden while maximising your overall return. A good tax planning strategy will generally encompass the use of a variety of different financial products, savings options, investment strategies and retirement plans.

We help you plan your wealth over the course of your lifetime, ensuring that you make maximum use of the tax-free allowances and tax breaks available to you. This means that in addition to ensuring that you fully fund your pension up to the limit of your lifetime allowance, we use the allowances available to you through ISAs, capital gains, dividends and interest, and investment in non-contentious offshore bonds. If you have a greater appetite for risk, we can consider statutory reliefs available with Venture Capital Trusts and Enterprise Investment Schemes which offer a range of tax benefits to those who are prepared to invest in new and emerging businesses.

For further information on how we can help you build and protect your wealth, please contact us.

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