Common use of Tax Planning Clause in Contracts

Tax Planning. we offer tax planning advice tailored to help mitigate your tax burden, whether your area of concern is income tax, capital gains tax or inheritance tax.  Retirement Planning - it is important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your objectives. We can work with you to proactively plan for your retirement and help you decide on the options available.  Protection Planning – we can help you plan for the best way to protect you, your family or your business should your income change due to unexpected events. We advise on non-investment insurance contracts (e.g. life assurance, income protection, critical illness, key person cover).  Mortgages – we advise on mortgage products and business buy-to-let mortgages from a comprehensive range of mortgages across the market, but not deals that you can only obtain by going direct to the lender. We can advise on mortgages in the non-business and business markets and on first charge and second charge loans in both markets. We will make a recommendation to you after we have assessed your needs.  Long Term Care – this is the fastest growing advice market in the UK. We are fully qualified to offer specialist advice to ensure your loved ones are cared for during the most vulnerable period of their lives.  Equity Release – this is a way of releasing wealth tied up in your property if you are over a certain age (typically 55) and own your own home. We are qualified to provide you with advice in this area and where you are eligible for equity release, will make a recommendation after we have assessed your needs. V17: 02/2023

Tax Planning. we offer tax planning advice tailored to help mitigate your tax burden, whether your area of concern is income tax, capital gains tax or inheritance tax.  Retirement Planning - it is important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your objectives. We can work with you to proactively plan for your retirement and help you decide on the options available.  Protection Planning – we can help you plan for the best way to protect you, your family or your business should your income change due to unexpected events. We advise on non-investment insurance contracts (e.g. life assurance, income protection, critical illness, key person cover).  Mortgages – we advise on mortgage products and business buy-to-let mortgages from a comprehensive range of mortgages across the market, but not deals that you can only obtain by going direct to the lender. We can advise on mortgages in the non-business and business markets and on first charge and second charge loans in both markets. We will make a recommendation to you after we have assessed your needs.  Long Term Care – this is the fastest growing advice market in the UK. We are fully qualified to offer specialist advice to ensure your loved ones are cared for during the most vulnerable period of their lives.  Equity Release – this is a way of releasing wealth tied up in your property if you are over a certain age (typically 55) and own your own home. We are qualified to provide you with advice in this area and where you are eligible for equity release, will make a recommendation after we have assessed your needs. V17: 02/2023.