Tax and Financial Planning
It can be easy to get carried away with trying to avoid tax. We always emphasise it is maxmising the return to you that matters, even if the Government benefits too. That said, it is often possible by sensitive planning to improve the return to you or your family by reducing the tax bill.
This may involve careful investment decisions. We are licensed by the Law Society of Scotland to carry out incidental investment business. We are happy to advise on the strategy and then to liaise with specialists e.g. stockbrokers, on how best to implement that strategy.
Planning for the benefit of your family may involve making a Will. We can advise on how to plan for retirement, for possible care charges and the need to balance your comfort with the common wish to preserve your estate for your family.
