Changing our Clients Lives

Personal Tax

The arrival of the self-assessment scheme brought with it a responsibility for you to calculate and declare the amount of tax you are due to pay against your income and capital gains annually. You must also pay the right amount of tax at the right time.

You can minimise the amount of tax you pay. What you need is up to date knowledge of the tax allowances and reliefs available to you and knowing when to use them.

Our taxation experts will make sure you don’t pay money to the tax man that he doesn’t necessarily need to have.

We’ll also take the initiative to kick off your personal tax planning well in advance and tell you what level of tax you can expect to pay. Which means that you can plan your private funds and you won’t have to sacrifice your personal plans.

The tax you pay now has a knock on effect on the funds you build up for your retirement. So you will benefit as we help you plan your personal tax to satisfy your future plans.

New rules on pension contributions 2012 onwards

The last couple of years has been a minefield for working out allowable pension contributions that will receive the relevant tax relief. 

This has been simplified somewhat and can be distilled into two basic rules. Check out our one page update. You are invited to call us on 01249 712074 to discuss your individual pension situation. We'd be delighted to speak to you and pass you the details of our trusted wealth management advisors. 

See John Gale explain how Clear Vision help his entire team to save tax

Hear what Lee Robinson says about the breadth of tax advice he gets