Tax and Financial Strategies

  • 3rd July 2020

As the impact of COVID-19 continues to create unprecedented challenges for the UK economy, taxpayers are advised to keep their accounts up to date. It is more important than ever to plan ahead and make sure you are using the reliefs available to you.

Our Tax and Financial Strategies guide is designed to help you to make the most of your business and your personal finances by highlighting the main tax allowances and incentives and suggesting strategies that you might wish to incorporate into your own financial planning.

This handy guide includes:

  • Personal tax essentials
  • Tax-efficient estate planning
  • Business tax strategies
  • Tax and employment
  • Business exit strategies
  • Personal and family financial strategies
  • Retirement planning strategies
  • Savings and investment strategies

Of course, minimising your tax liability represents just one element of your overall planning strategy. Every individual and business situation is different, and your needs will vary according to your own specific circumstances. We recommend that you use this guide as a starting point, and contact us for expert, tailored advice on any areas which apply to you.

Read the guide now

As independent advisers, we can help you to clarify your wider objectives, and suggest a range of strategies to help you achieve your personal and business goals.

Your financial planning strategy

In the face of ongoing change, it is more important than ever to have a robust business and personal financial planning strategy in place, to help ensure that you and your family are financially secure and on course to achieve your long-term goals.

Forrester Boyd can help with all of your business and personal tax and financial planning needs. Whether you want to discuss raising finances for your business, timing capital and revenue expenditure to maximum tax advantage, minimising employer and employee NIC cost or improving profitability and developing a plan for tax efficient profit extraction, our independent advisers can help so please do contact us.

All data and figures referred to in our news section are correct at the date of publishing and should not be relied upon as still current.