Personal Tax & Financial Planning

There are many tax rules that can affect you personally and therefore which will have an impact on your personal wealth. Grant Thornton can:

  • plan to minimise capital gains tax liabilities arising from a proposed sale or transfer of an asset
  • plan to reduce or eliminate any potential inheritance tax liabilities
  • complete your tax return on your behalf, calculate your tax liability and advise you exactly when to make payments and how much to pay
  • offer Tax Investigation Fees Insurance where appropriate, which can ease the financial burden of professional fees incurred on any enquiries arising
  • advise on the tax arising on the exit from your business
  • advise on tax efficient remuneration from your business
  • offer personal financial planning services including planning for your retirement
  • advise on the use of trusts to control and protect the wealth of your beneficiaries
  • advise on tax efficient will planning.

We understand that you want the people you care about to benefit from the results of your hard work and not HM Revenue & Customs. We work with you to take advantage of any tax planning opportunities available and maximise your wealth whilst helping ensure you comply with your obligations.

For further information please contact: clientsfirst@gtuk.com


Latest blog posts

  • Time to act on discretionary trusts

    A little-known change to income tax will have major repercussions for beneficiaries of some trusts, says Rachael Dronfield, Tax Manager at Grant Thornton.

  • Eight ways to reduce your CGT bill

    The capital gains tax (CGT) changes in the Emergency Budget have been covered in some detail over the past six weeks but, as the dust settles, what CGT planning strategies are available to enable individuals to protect and maximise personal and family wealth?