Tax planning

 

Our advisers take a holistic approach to financial planning, leaving no stone unturned to ensure our clients receive a comprehensive financial service. With a team of tax partners and specialists to hand, we keep our clients one step ahead, giving them the peace of mind that their finances and investments are working according to their objectives, as efficiently as possible.

Tax planning advice

Advisers at our Manchester office can assist you with the following:

  • Gift rules including PETS and CLTs
  • Inheritance Tax planning
  • Trusts
  • Gift and loan arrangements
  • Spousal by-pass
  • Family protection trusts
  • Discounted gift trusts

The next step

If you would like to discuss the tax planning advice we can provide in more detail, please contact one of our financial planning specialists.

UHY Manchester Financial Planning is a trading name of Pareto Financial Planning Ltd.  Authorised and regulated by the Financial Conduct Authority.