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Tax planning

At Lloyds Independent, we specialise in taking into account your tax affairs as part of the financial services and solutions we provide.

Clients feel reassured that we have not only considered maximising and protecting their wealth, but also taken into account the impact our advice has on their overall tax position. We also recommend tax efficient investments to suit our requirements, whether you have complex tax affairs or specific tax related goals.

We make sure you understand how different taxes operate and work with you to claim all your reliefs, entitlements and allowances. We also recommend tax efficient investments to suit your requirements. If you are liable to pay tax, we can help you plan or defer these payments in advance. We will also inform you of any changes to tax legislation that could affect you.

For information on all of our services please click here.

Estate planning, trust planning, tax planning and Will writing is not regulated by the Financial Conduct Authority.

t: 01277 365874