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Introduction to Tax Planning

Taxing Questions

Most of us risk being taxed on our income, our capital gains and the value of our estate when we die. It is worth obtaining a clear grasp of how these taxes work by discussing with a financial adviser the most tax efficient financial planning for you.

One thing is for sure with all forms of tax; if you do nothing, the government will make sure a share of your hard earned wealth ends up in their hands.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The Financial Services Authority does not regulate Taxation & Trust advice.

For further information about the 2012 Budget changes please click here.


General Enquiry
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Company address:
Aiming for Utopia Ltd (A Utopia Group Company), 173-175 Norristhorpe Lane, Liversedge, West Yorkshire, WF15 7AN
T: 0333 456 0333
F: 01924 400017

Email: info@utopia-group.com

Registration address as company address
Registration number: 06139580
Registered in: England & Wales

Aiming for Utopia Ltd (A Utopia Group Company) is Authorised and Regulated by the Financial Services Authority.

Aiming for Utopia Ltd (A Utopia Group Company) is entered on the FSA register (www.fsa.gov.uk/register/) under reference 465860

Telephone: 0333 456 0333 | info@utopia-group.com

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