Personal Tax Planning

Tax is getting more and more complex. Moves to merge income tax and National Insurance Contributions, or to simplify inheritance tax and capital gains tax, have all been floated and then shelved. The complexity remains. In order to ensure that you do not pay any more tax than you need to, whilst still paying what you should and therby remaining compliant, you need professional advice.

Every pound of income tax that you save naturally means there is more money at your disposal; every well-planned disposal of an asset means minimised loss of capital gains; and every inheritance tax saving, through good planning, means more money for your beneficiaries in the longer term. There are many significant and perfectly legitimate ways of paying less overall tax.

Oaktree has worked with many individuals, from all walks of life, with very different personal situations and needs, from young families to retired individuals and couples, giving advice on income tax, capital gains tax, inheritance tax, trusts and estates, as well as non-domiciliary tax issues.

Among the many personal tax planning issues on which we can advise are:

  • Income tax
  • Capital gains tax
  • Inheritance tax
  • Trusts and estates
  • Non-domicilliary tax issues

If you are concerned about personal tax planning, please simply call us today for a free, completely confidential and without-obligation discussion of your current situation, your plans for the future and your potential tax guidance needs.

Why not get in touch and see how we can help?

It’s free, it’s confidential and it’s completely without obligation. Simply send us a message or request a call-back and we will be delighted to contact you at the earliest opportunity to discuss your potential needs and share our experience.