TAX PLANNING
Office Hours
Monday: 09.00-17.00
Tuesday: 09.00-17.00
Wednesday: 09.00-17.00
Thursday: 09.00-17.00
Friday: 09.00-15.00
We have a sister company, ML Financial Associates, which are Independent Financial Advisers and sometimes it may be beneficial to refer matters to ensure that you get the right advice. Part of your your overall tax planning strategy may require the use of trusts and at ML we can help select the right trust for you and explain the numerous benefits that may apply such as speeding up the administration of your estate or even reducing Inheritance Tax. As always, any initial discussion is at completely at our expense.
In addition to the possibility of using various Trusts to help fulfil your objectives, we will also consider the various tax allowances that are available every year therefore reducing your personal tax liability both now and in the future.
We have not yet come across the client who likes paying too much tax and quite often they do not have to. The keys are knowing what to do, putting the necessary plans in place and making sure that those plans are ‘good for purpose’ and sustainable. This is where from the experience and expertise that we have that we help our clients make the right choices.
What you leave behind, matters.
