General Tax Mitigation
When advising you on investment strategy, we consider the important consequences of taxation on future profits and tax relief opportunities.
We can advise you of ways 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.
If you’d like more information about Westerby Investment Management, we’d be happy to arrange an initial informal and confidential meeting with you to explore how our financial services could benefit you.
For more details or arrange an appointment