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General Tax Planning.

You know the old saying… there’s two certainties in life, Death and Taxes. Well, it’s absolutely true, taxes are a part of everyday life however there are measures you can consider when designing your financial plan to minimise the impact of poor tax planning.

Firstly, it is important that you review your current financial position in terms of income, capital gains and inheritance tax.  Each year the tax allowances are altered and so it is important that you review annually to ensure you are maximising your personal tax allowances and mitigate any tax liabilities you may have.

General Tax Planning.

You know the old saying… there’s two certainties in life, Death and Taxes. Well, it’s absolutely true, taxes are a part of everyday life however there are measures you can consider when designing your financial plan to minimise the impact of poor tax planning.

Firstly, it is important that you review your current financial position in terms of income, capital gains and inheritance tax.  Each year the tax allowances are altered and so it is important that you review annually to ensure you are maximising your personal tax allowances and mitigate any tax liabilities you may have.

***This investment may fall as well as rise, you may not get back what you put in.***

Let your tax allowances work for you
with effective tax planning.

Let your tax allowances work for you with effective tax planning.

COVID-19 UPDATE

In response to COVID-19, we at Lord Clarke Ltd are following the guidance of the UK government, Local Authorities and the World Health Organization.

We will be working with smaller staffing levels in the office at any one time, and the others will be working from home. However, there will be no decrease in service or attention to our clients. If you have a need or a question, we ask that you contact us as normal. If you receive our voicemail, please leave a message and we will return your call promptly.

This is uncharted territory for us all and we appreciate your understanding as we all work together through this time.

David Clarke

Director