logo

Tax planning

Your £70,000 tax free allowance – want to use it wisely?

As a regulated firm of financial advisers, we have the qualifications and expertise to make sure your wealth is protected. For the initiated, there are a raft of allowances, and making sure you make the most of all of them is good sense. While we can’t give away all our top tips right here, below are a few of the basics…

  • ISA allowance: £15,000
  • Pension allowance: £40,000
  • Personal allowance: £10,000
  • Capital gains allowance: £11,000
  • IHT allowance – £325,000 and transfer between spouses
  • Non-dom tax planning allowance – arising and remittance basis for tax, deminimus allowance of £2,000

All forest clients benefit from a consultation with our specialist advisers. We’ll assess you, your partner, your business, and give you a holistic plan that best utilises your wealth, and best protects your interests long term.

OK, I’ve got it, please call me back.


 The fine print

Forest financial planning limited is an appointed representative of Intrinsic financial and mortgage planning limited, which is authorised and regulated by the financial conduct authority. Intrinsic financial and mortgage planning limited is entered on the FCA register (http://www.fca.org.uk/register/) under references 440703 and 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.


Can you keep a secret?

To find out why our wealth clients often call us their best kept secret, you need to experience our advice and level of service firsthand… Up for keeping a little secret?

Find out more

forest-add-insurance

forest-add-pension

Top