Tax Planning and Mitigation

Each year you are provided with a number of tax allowances, which when combined can produce a particularly tax efficient method of managing your wealth. If an Investment Platform is suitable for you, money can be transferred between accounts allowing you to maximise your individual savings account (ISA) allowances and take advantage of capital gains tax allowances. You can defer and mitigate income tax on investment proceeds using offshore arrangements and adopt a variety of strategies to reduce inheritance tax. It will always be our aim to deliver our services in the most tax efficient way possible and we will constantly update our guidance to you based on the ever changing tax climate.

Sterling Financial Services have never endorsed the use of aggressive tax schemes, nor will we recommend contentious arrangements that may give rise to unwanted HMRC attention.

The Financial Conduct Authority does not regulate some forms of tax advice.