Tax Planning

Our advisers are skilled in legally reducing your tax liabilities. Save on:

• Income tax
• Capital gains tax
• Inheritance tax
• Corporation tax
• National insurance

Working hand in hand with your accountant we aim to maximise the use of personal tax allowances including advice on the loss of personal income tax allowances for high earners.

We are active users of EIS (Enterprise Investment Schemes) and VCT (Venture Capital Trusts) which offer the ability to reclaim or defer tax due to be paid.

True Bearing advises the clients referred to us by many North West Accountancy Firms.

Special Permissions

True Bearing has received authorisation from the FSA (Financial Services Authority) to advise UK clients living fully or partially in France, Spain or Cyprus.

Tax Planning Guide

Every January we produce an investment guide.  This helps you to understand what may be available to reduce your tax liabilities in the investment arena.  Take advantage of this guide before the end of the current tax year.  The author is Helen Lupton, Head of Compliance and Training at True Bearing.  Ask your adviser for a copy or email helen.lupton@truebearing.co.uk

The Financial Services Authority does not regulate tax advice.