Advanced Tax Planning Strategies

There are at any one time a number of advanced tax planning strategies available but they are not for the faint hearted. These are schemes to either

a) help you take large amounts of cash out of a limited company business at a low personal tax rate
b) schemes to help reduce inheritance tax bills

Who are they For?

  • High worth individuals looking to take £100k+ out of the company or
  • High worth individuals with well over £325k in assets. Some schemes are dealt with under inheritance tax/trusts and estates below

Indicative Fees

% of tax saved (% varies by scheme/provider) but not suitable for modest investments. There are always minimum amounts involved.