Tax Planning, to help you become more tax efficient.

Every year UK taxpayers give away several billion pounds more than they need to. In 2016 the figure is expected to be around £4.6 billion. Tax planning can help you avoid being part of this statistic.

You may be simply under-using cash ISAs or not paying enough into your pension, or not planning ahead to help your loved ones avoid expensive and unwanted Inheritance Tax bills.

The expert team at Milestone Financial Planning will investigate your areas of tax wastage and advise you on ways to become more tax efficient, saving you a significant amount of money over the longer term. We’ll also make sure that you’re regularly updated on changes in tax law that could affect you.

If you’d like to know more, get in touch and book a free, no-obligation consultation with a member of the team now.

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Book an appointment for a financial review or to meet with one of our experienced financial planning advisors to see if you are on track to reach your financial goals and to learn what we can do for you.