Minimising Tax Liabilities

We can help you structure your wealth tax-efficiently, make the most of the tax reliefs and allowances available to you, and leave more money to your loved ones when you die.

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If you want to grow or preserve your wealth and realise your goals, understanding the complexities of the UK tax system and structuring your arrangements to be tax-efficient is a must.

As a high-net-worth individual, your tax affairs are more complicated than most other people. But, with the right guidance, the opportunities to lawfully mitigate tax, make the most of planning opportunities and realise your ideal lifestyle are huge.

We can advise you on all the above and more, with specialist support built around your dreams for the future, any concerns you have currently, and the legacy you want to leave.

HOW CAN WE HELP YOU MINIMISE TAX?

We’ll start by understanding your values to find out what really matters to you and what your ideal life looks like. Then, we’ll create a tax planning strategy to turn that into a reality by minimising your tax burden and making your money go further.

Together with Cooper Parry’s award-winning Tax team, we can talk you through all the options available to minimise the tax you owe, with the peace of mind that you’re totally compliant. These are wide-reaching, and depending on your personal position, could include gifting, trusts, life insurance, ISAs, investment bonds, pension contributions, salary sacrifices and tax-efficient investments.

We can help you minimise your income tax, inheritance tax (IHT) and capital gains tax (CGT) bills, finding the most effective combination of tax structures for your estate and ensuring you’re only paying the necessary amount of tax. Now, and in the future.

If you’re a non-UK domicile or you have property abroad, we can give you clarity on where you’re resident for tax purposes and how to optimise your tax position.

We’ll continually review your financial plan, too, making sure it stays up to date with changing legislation, your evolving goals, and how you want your wealth to impact the people and causes you care about most.

WHAT OUR CLIENTS SAY

We recently sat down (in their wonderful new home) to chat with long-standing Wealth clients, David and Caroline. We covered loads of things, but perhaps most importantly we talked about what we did that made life really count to them.

“Cooper Parry Wealth have a unique investment philosophy. They aren’t out there trying to be active fund managers, trying to pick the best investments. They use index tracker funds which is a philosophy I believe in. It’s a very attractive proposition.”