Tax & Estate Planning

Tax & Estate Planning

Tax planning should be at the heart of all your financial planning.  At Kellands, we aim to develop tax and estate planning strategies that can help you manage your affairs in the most tax-efficient way. 

Effective tax planning can make a significant difference to your financial position. It can help you achieve your financial objectives whilst minimising the amount you pay in tax, possibly saving you hundreds or even thousands of pounds every year and increasing your disposable income in the process.

With the UK’s complicated tax regime, tax planning is one of the most important parts of the financial planning process. Tax planning is a complex, tightly regulated and highly technical field. It affects almost all your financial decisions - from savings and investments, and planning for retirement, through to estate planning and making your will.

We recognise that the circumstances of each individual client are different and will need special consideration.  Once we have a detailed understanding of your present situation and future priorities, we can then recommend sound tax planning strategies to help minimise your tax liabilities.

So whether you are looking to reduce your income tax bill, save on Capital Gains Tax (CGT) or create a plan to reduce your Inheritance Tax (IHT) liability, we can help you.

For tax and estate planning advice, contact Kellands Bristol now.

News Feed

23/6/2017

Building society's account deadline axed

Current accounts at the Norwich and Peterborough had been earmarked to close by the end of August.

Kellands Updates

June 9, 2017

Hung parliament – the implications for investors.

Following last night’s General Election, we now have a hung parliament – as we did back in 2010. The immediate… Read more