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Tax planning

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Some people pay too much tax or miss out on opportunities to reduce their tax. 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, once again you should have your position reviewed.

There are many different ways where individuals can save tax by making sure you review your existing financial arrangements on a regular basis to ensure that full advantage is being taken of the many ways you can avoid paying unnecessary tax. More importantly, we will endeavour to make you aware of the tax implications on a number of possible transactions you can transact throughout your working life and into your retirement.

To discuss this further, please contact us.


Tax planning advice is not regulated by the Financial Conduct Authority

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Gary Jones trading as Chewton Financial Planning is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 190859

Neither Chewton Financial Planning nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings, tax planning, taxation and trust advice, offshore investments or school fees planning.

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