Call us on: 01903 770 767

Listening, Understanding, Guiding

Taxation Planning

tax reduction & efficiency...

Accord Financial Management Ltd are able to provide advice on a range of tax-efficient investments. These will include 'mainstream' products such as Individual Savings Accounts (ISAs), Pensions and National Savings, 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: The Financial Conduct Authority does not regulate will writing, taxation or trust advice.

Taxation Planning