Taxation Planning

tax reduction & efficiency...

Accord Financial Management Ltd are able to provide advice on a range of tax-efficient investments. From 'mainstream' products such as Individual Savings Accounts (ISAs), Pensions and National Savings & Investment Schemes (EISs), which can help reduce income and/or Capital Gains Tax (CGT)

Where our clients are concerned about Inheritance Tax (IHT), we can help with a range of solutions to increase the share of their estate available to their chosen beneficiaries.

Accord have well established professional connections in the following areas:

Accountancy
Solicitors
Taxation Specialists
Will Writers

If you would like information about any of these areas or for a free initial chat to discuss your individual requirements please call us on 01907 770767 or contact us for more information.

IMPORTANT NOTICE: Will writing, Estate Planning and some forms of Tax advice are not regulated by the Financial Services Authority

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Registered Office: Elston House, 14 East Drive, Ham Manor, Angmering, West Sussex, BN16 4JH. Registered: England 5195534
Accord Financial Management Ltd is an appointed representative of Paradigm Financial Advisers Ltd.
Paradigm House, Brooke Court, Wilmslow, Cheshire SK9 3ND which is authorised and regulated by the Financial Services Authority www.fsa.gov.uk/register.