Many people pay too much tax, or miss out on opportunities to reduce their tax.

Inheritance Tax can often be avoided or reduced by planning, the individual allowance (nil rate band) of £325,000 has not increased since 6th April 2009 although values of assets including property may well have substantially increased, you should review whether your estate on death could be subject to 40% Inheritance Tax on the value above £325,000.

If you have investments, pay higher rate income tax, or run your own business, you should have your position reviewed.

If you are married and one of you is in a higher rate tax bracket than the other, you should have your position reviewed.

If you, or your partner, came from overseas, you should have your position reviewed.

To discuss this further, please contact us.

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Levels and bases of, and reliefs from taxation are current levels and are subject to change. The value depends on the circumstances of the investor. The Financial Conduct Authority does not regulate some forms of tax planning.

Southam Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 705150

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