Income and Capital Gains Tax

Despite being older or even fully retired, if you have income you are probably going to have to pay tax. With a little advice and planning a financial adviser will be able to explain how best to take income in retirement to minimise tax liabilities and explain how different taxes such as capital gains tax are likely to affect you.

 
Worried about Inheritance Tax? What are your options?
 
Every year‚ thousands of ordinary families end up paying inheritance tax unnecessarily. Taking timely advice is so important if you're planning to give a legacy or make gifts.
 
Therefore it is wise to put your affairs in order and have the right paperwork in place.
For Investment Planning we make recommendations based upon the Whole of Market.

The levels, bases and reliefs of taxation are subject to change.

The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.

Watt Financial Solutions has now merged with Riverpark Investment & Financial Consultants Ltd,
which is authorised and regulated by the Financial Conduct Authority. 
Riverpark Investment & Financial Consultants Ltd is entered on the FCA register under reference 455480.
 
Donald Watt is Accredited by the Society of Later Life Advisers