Tax Planning
Tax Planning

Tax Planning
Our Wealth Management team will work closely with our tax specialists to make sure you are maximising your investments and protecting your assets. Through this, we can come up with a holistic plan that is arranged in the most tax efficient manner possible. We review this plan regularly and deliver further proactive advice following changes to tax legislation to make sure you maximise your tax efficiency over your lifetime.
We can advise on
Allowances and exemptions
Mitigating capital gains and inheritance taxes
Tax efficient investment wrappers
Levies and taxes in the UK and abroad
Inheritance Tax and Estate Planning
Our dedicated team can
- Review your current situation and help you with a strategy to manage your assets
- Provide guidance on “gifting”, including the use of trusts and lifetime transfers. We can carry out a cash flow forecasting exercise to ensure before you make any gifts as part of your inheritance tax planning you will still have sufficient funds to live the life you want to
- Help with understanding the use of reliefs, exemptions and lower tax rates, including recent new reliefs. We can provide you with a full summary of the related changes announced by the UK Chancellor in future Budgets
- Arrange adequate life assurance to cover potential inheritance tax liabilities. Our advisors are fully independent and utilise a whole-of-market approach so they can recommend the best available contract to meet your individual requirements

At Azets Wealth Management, we have a team of Financial Planners whose aim is to help businesses and individuals ensure they have the right protection for them, their families and their business. Our Wealth Management team will discuss and explore with you your particular circumstances, with the aim of developing a strategy so that appropriate arrangements and protection mechanisms are in place should anything untoward happen.
