Financial Advice LeicesterFinancial Advice Leicester
Financial Advice Leicester
 
 





General Tax Mitigation

When advising our clients on investment strategy, consideration of the consequences of taxation on future profits and reference to take tax relief opportunities is obviously extremely important.

We offer financial advice to our clients on how to minimise taxation in all the areas where tax could normally be levied, including Income Tax, Capital Gains Tax, Corporation Tax and Inheritance Tax.

By ensuring the encashment of investments falls into different financial years, accounting years and company trading years, substantial amounts of tax can sometimes be saved or retrieved (tax mitigation).

Even apparently insignificant details like your birthday, date of retirement or even the date you left employment can have a major effect on the amount of tax you pay.

For more information and details on these financial services simply complete our contact form and we would be happy to arrange a meeting to discuss, informally and confidentially, how our financial services can be of benefit to you.

 


15 Andover Street, Leicester LE2 0JA. Tel: 0116 2470304 Fax: 0116 2471163

Registered Address: As above | Registered in Englad and Wales No. 2086953 | Authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate taxation and trust advice, some aspects of buy to let mortgages or commercial mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be 1% of the mortgage advance.
For example, a mortgage of £100,000 would equate to a fee of £1,000 plus VAT.
In the event that your mortgage does not complete we will not charge you a fee.
The guidance and / or advice contained within this website is subject to the UK regulatory tax regime and is therefore primarily targeted to customers in the UK.
Levels, bases of and reliefs from taxation may be subject to change.

Westerby Investment Management constantly strive for excellence in the provision of independent financial advice to our UK and International clients, thereby protecting Westerby's position as a prominent, well established, leading firm of specialist consultants.

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