An important consideration in asset management is the impact of taxation. Investments should be planned to take advantage of Income Tax rules by properly using personal allowances and exemptions. Capital Gains Tax and Inheritance Tax can have significant impacts on personal wealth: when assets are realised or pass from you to your family, tax liabilities may occur. Minimising these liabilities requires careful forethought and planning.
As part of our Asset Management service we provide tax and trust planning advice from in-house specialists. Where additional input is required from accountants or solicitors, we co-ordinate the process as your main point of contact, so you receive a consistent and efficient service.
The tax treatment is dependent on individual circumstances and may be subject to change in the future.
Trusts and Taxation advice are not regulated by the Financial Conduct Authority